Account Manager - Family Office - Hebrew speaking

Descrizione del posto

* You are a Senior Assistant RM / Account Manager or Executive. * You speak Hebrew and you are local. ## About Our Client ## An organisation operating in the Financial Services sector in Genève. ## Job Description ## This is a "farmer" position rather than a business development role. The successful candidate will inherit an established book of clients and will be responsible for delivering exceptional service, deepening relationships, coordinating client needs, and ensuring a seamless client experience across all aspects of the family's financial affairs.Key Responsibilities * Act as the primary point of contact for a portfolio of UHNW and HNW clients. * Build trusted, long-term relationships through proactive and high-quality client coverage. * Understand each client's overall financial situation, investment portfolio, objectives, and family requirements. * Conduct regular client meetings and portfolio reviews, providing clear explanations and guidance on portfolio positioning and performance. * Coordinate with internal and external stakeholders to ensure timely and accurate execution of client requests. * Anticipate client needs and take ownership of resolving issues before they arise. * Deliver an outstanding level of service and responsiveness at all times. * Ensure all client matters are followed through to completion with exceptional attention to detail. * Support clients across a broad range of wealth management, investment, and family office-related topics. * Maintain the highest standards of professionalism, discretion, and confidentiality. ## The Successful Applicant ## The ideal candidate combines the relationship skills of a seasoned Relationship Manager with the execution excellence, responsiveness, and attention to detail of a senior private banking assistant.Profile * Significant experience within private banking, wealth management, external asset management, or a family office environment. * Proven track record in client coverage and relationship management. * May have started their career as a senior assistant, client advisor assistant, or client service professional before transitioning into direct client-facing responsibilities. * Strong understanding of investment portfolios and wealth management concepts. * Comfortable discussing portfolio performance and investment allocations with sophisticated clients. * Highly organized, responsible, and execution-oriented. * Naturally service-driven, client-centric, and committed to excellence. * Strong follow-through and ability to manage multiple priorities simultaneously. * Team player with a collaborative and humble approach. * Entrepreneurial sense of ownership and accountability for client relationships. * Hebrew speaker strongly preferred. * Fluent English is mandatory; French is advantageous. Key CharacteristicsThe successful candidate will be: * A relationship builder rather than a salesperson. * Service-oriented rather than sales-driven. * Proactive, reliable, and highly accountable. * Trusted by clients because things get done. * Able to combine empathy, professionalism, and technical understanding of wealth management solutions. This role would suit a senior private banking professional who enjoys nurturing relationships, delivering exceptional client service, and acting as the trusted day-to-day advisor for a portfolio of sophisticated clients. ## What's on Offer ## \- Quote job ref JN-092026-7115382 Job Function Banking & Financial Services Specialisation Private Banker / RM / Wealth Manager Industry Financial Services Where Geneva Contract Type Permanent Job Reference JN-092026-7115382