Account Manager - Family Office - Hebrew speaking

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 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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