Relationship Manager Assistant

Vor 3 Tagen

Genève, Schweiz FINDERS SA Vollzeit

Join a Leading Wealth Management Firm in Geneva

About the Role

We are seeking a dedicated Relationship Manager Assistant (Hebrew Speaking, 80-100%) to join a prominent wealth management firm in Geneva. This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for excellence in personalized financial services.

Your Responsibilities

  • Comprehensive Client Support: Act as a reliable point of contact for Relationship Managers (RMs) and their clients, providing efficient and professional assistance.
  • Document Handling: Manage the preparation, verification, and processing of client-related documents, including onboarding, compliance files, and account updates, ensuring full adherence to Swiss banking regulations.
  • Portfolio Assistance: Monitor client accounts, manage transactions, and assist in delivering timely, accurate reports.
  • Administrative Excellence: Organize schedules, coordinate client meetings, and maintain accurate and up-to-date client records using the firm's CRM system.
  • Cross-Functional Coordination: Collaborate with internal departments such as Compliance, Operations, and Legal to ensure seamless service delivery.
  • Market Insight Preparation: Create client-facing materials, presentations, and reports, incorporating relevant market trends to support portfolio management decisions.
  • Adherence to Compliance Standards: Uphold Swiss financial regulations and internal policies in all aspects of your work.

What You Bring

  • Languages: Proficiency in Hebrew and English is must. Knowledge of French or other languages is an advantage.
  • Experience: 2-3 years in a similar position within private banking, wealth management, or financial services.
  • Education: A degree in Finance, Business Administration, or a related discipline. Professional certifications are a bonus.
  • Skills:
  • Exceptional organizational and multitasking abilities.
  • Outstanding interpersonal and communication skills.
  • Expertise in Microsoft Office and CRM platforms.
  • Solid understanding of Swiss financial regulations and compliance frameworks.

Key Details

  • Location: Geneva office. Remote work is available for one day a week.
  • Commitment: 80-100% workload, offering flexibility within a full-time capacity.

Why Join?

  • Collaborate with a highly skilled team in a multicultural environment.
  • Work with an exclusive international clientele.
  • Develop your career in a respected and forward-thinking wealth management firm.

Are you ready to take the next step in your financial services career? Apply today to be part of a team that values excellence, integrity, and client-centric service

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