Strategic Portfolio Support Specialist

vor 12 Stunden


Genf, Genf, Schweiz Finders SA Vollzeit
Overview

Finders SA, a leading wealth management firm in Geneva, seeks a dedicated Relationship Manager Assistant to join their dynamic team. This exciting opportunity involves supporting high-net-worth clients and contributing to the firm's reputation for excellence in personalized financial services.

Key Responsibilities
  • Client Support: Act as a reliable point of contact for Relationship Managers and their clients, providing efficient and professional assistance.
  • Document Management: Prepare, verify, and process client-related documents, adhering to Swiss banking regulations.
  • Portfolio Assistance: Monitor client accounts, manage transactions, and deliver timely reports.
  • Administrative Excellence: Organize schedules, coordinate client meetings, and maintain accurate records using the firm's CRM system.
Required Skills and Qualifications
  • Languages: Proficiency in Hebrew and English is mandatory; knowledge of French or other languages is an asset.
  • Experience: 2-3 years in private banking, wealth management, or financial services.
  • Education: A degree in Finance, Business Administration, or a related discipline; professional certifications are desirable.
  • Skills: Exceptional organizational and multitasking abilities, outstanding interpersonal and communication skills, expertise in Microsoft Office and CRM platforms, and a solid understanding of Swiss financial regulations.
Benefits and Opportunities
  • Culture: Collaborate with a highly skilled team in a multicultural environment.
  • International Clientele: Work with exclusive international clients.
  • Career Development: Develop your career in a respected and forward-thinking wealth management firm.

This role offers flexibility within a full-time capacity, with the option to work remotely one day a week. If you're ready to take your financial services career to the next level, apply today to be part of a team that values excellence, integrity, and client-centric service.



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