About this role
Ref 2581985 \| Date: 30 Sept 2026  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. Account Manager \- Family Office \- Hebrew speaking An organisation operating in the Financial Services sector in Genève. **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. **Profile** 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. **Job Offer** \- jpid12026c4jm jpit0940jm jpiy26jm