RELATIONSHIP MANAGER ASSISTANT (H/F)

The position of Relationship Manager Assistant supports the Private Banking – Israel team, reporting directly to the team head located in Geneva. The role is embedded within a private‑banking environment that serves high‑net‑worth clients and focuses on delivering premium financial services. On a daily basis the assistant oversees the full lifecycle of client accounts, handling both the initiation and termination processes. Regular communication with clients is essential, providing updates on portfolio performance, market outlook and promptly addressing any concerns or complaints. The role also coordinates the preparation and delivery of investment‑related reports, manages administrative tasks such as mandate changes, onboarding and off‑boarding, and ensures that all client documentation—including legal files, KYC records and reporting data—is accurate and up‑to‑date. Additionally, the assistant is responsible for responding to client inquiries, maintaining high‑quality client records, and supporting the identification of business‑development opportunities through coordinated efforts. The description does not specify particular qualifications, experience, language proficiency or certifications, so no mandatory requirements can be listed. Likewise, no optional skills, location benefits, team characteristics or growth prospects are mentioned beyond the Geneva‑based reporting line. Consequently, the summary focuses solely on the role’s purpose and the core responsibilities outlined in the posting.