Save Job Back to Search Job Description Summary Similar Jobs added 06/01/2025ensuring the seamless delivery of exceptional service to high-net-worth clientsfor an international wealth managerAbout Our ClientFor our client, a wealth manager in Geneva, we are currently looking for a Relationship Manager Assistant - Hebrew Speaking - 80-100%Job Description Key Responsibilities:Client Support: Assist Relationship Managers (RMs) in daily interactions with clients, ensuring high-quality communication and support.Documentation Management: Prepare, review, and process client documentation, including onboarding forms, compliance requirements, and account updates, adhering to Swiss banking regulations.Client Portfolio Monitoring: Support the RM in monitoring client accounts, investments, and transactions, ensuring accurate execution and timely reporting.Administrative Tasks: Manage correspondence, schedule client meetings, and maintain client records in the CRM system.Operational Support: Coordinate with internal departments (e.g., Compliance, Operations, Legal) to address client needs and resolve issues efficiently.Market Research: Assist in preparing presentations, reports, and updates on market trends relevant to clients' portfolios.Regulatory Compliance: Ensure all activities comply with Swiss banking laws and the firm's internal policies.The Successful ApplicantLanguages: Fluency in Hebrew and English is mandatory; French or other languages are an asset.Experience: At least 2-3 years in a similar role within private banking or wealth management.Education: Degree in Finance, Business Administration, or a related field; relevant certifications are a plus.Skills:Strong organizational and multitasking abilities.Excellent communication and interpersonal skills.Proficiency in Microsoft Office Suite and CRM systems.Knowledge of Swiss financial regulations and compliance processes.What's on OfferWork with a prestigious international clientele.Join a collaborative and multicultural team.Opportunity to grow within a wealth management firm in Geneva.ContactJulie GuittardQuote job refJN-112024-6595550Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesLocationGenevaContract TypePermanentConsultant nameJulie GuittardJob ReferenceJN-112024-6595550Job NatureHome Office