Account Manager, Family Office (Hebrew-speaking), Geneva

Michael Page is recruiting a Hebrew-speaking Account Manager for a Geneva financial-services firm serving UHNW and HNW families. It is a relationship-retention ("farmer") seat: the hire inherits an established book, acts as the clients' main day-to-day contact, runs portfolio reviews and coordinates execution across the family's financial affairs. Suits a senior private-banking assistant or RM with wealth management, EAM or family office experience; fluent English required, Hebrew strongly preferred, French a plus.

- 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 Characteristics The 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.