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

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.

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