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Account Manager - Family Office - Hebrew speaking

Genf Festanstellung 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.

hinzugefügt 30/09/2026

  • You are a Senior Assistant RM / Account Manager or Executive.
  • You speak Hebrew and you are local.

Firmenprofil

An organisation operating in the Financial Services sector in Genève.

Stellenbeschreibung

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.



Anforderungsprofil

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.

Sonstige Informationen

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Referenznummer angeben
JN-092026-7115382

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Private Banker / RM / Vermögensverwalter
Branche
Financial Services
Ort
Genf
Vertragsart
Permanent
Referenznummer
JN-092026-7115382

Die Michael Page verpflichtet sich zu Chancengleichheit, als Arbeitgeber genauso wie als Dienstleistungsunternehmen. Wir treffen Rekrutierungsentscheidungen ausschließlich basierend auf Erfahrungen und Fähigkeiten der Bewerberinnen und Bewerber. Diese Maxime gilt nicht nur für unsere Mitarbeiterinnen und Mitarbeiter, sondern auch für unsere Arbeit in der Recruiting-Branche.