Relationship Manager Assistant (Hebrew Speaking, 80-100%) chez FINDERS SA

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