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Account Manager - Family Office - Hebrew speaking

Geneva Permanent View Job Description
We are seeking an experienced and client-focused professional to take ownership of a portfolio of ultra-high-net-worth individuals and families within a Multi-Family Office in Geneva.

Added 30/09/2026

  • 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

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Quote job ref
JN-092026-7115382

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Where
Geneva
Contract Type
Permanent
Job Reference
JN-092026-7115382

Michael Page is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.