Summary
Overview
Work History
Education
Skills
Timeline
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AUDREY DABBAH

Clients Relationship Manager
Tel Aviv

Summary

Client Relations Manager with a background in finance and the crypto industry. Skilled in managing high-value client relationships, driving operational efficiency, and navigating fast-paced, evolving environments. Known for a proactive mindset, strong communication abilities and interpersonal skills and a sharp analytical approach.

Overview

2026
2026
years of professional experience
4
4
Languages

Work History

Clients Relations Manager

Efficient Frontier
Tel Aviv
01.2024 - Current

Efficient Frontier is a financial services and technology company specializing in algorithmic trading for digital assets

  • Managed 20+ global client accounts with focus on retention and growth
  • Led onboarding and trading ops for token listings on major CEXs
  • Oversaw reporting on performance, liquidity, and uptime
  • Aligned strategies across trading, ops, and clients
  • Monitored market depth and optimized liquidity
  • Drove upsells and supported business development
  • Improved CRM use and streamlined internal processes
  • Delivered macro and market updates to clients
  • Quick to adapt in fast-paced, data-driven environments, with a focus on execution, performance, and client success.

Investment Analyst

Binder & Partners Ltd. Family Office
Tel Aviv
01.2023 - 01.2024

Binder & Partners is a multi-family office offering customized wealth management and investment advisory services to high-net-worth families.

  • Monitored and analyzed multi-asset investment portfolios totaling over $100M in AUM, contributing to global asset allocation strategy decisions.
    Sourced and evaluated 30+ new investment opportunities across public and private markets, including private debt, secondaries, and growth equity.
  • Identified and evaluated 30+ new investment opportunities across public and private markets, including private debt, secondaries, and growth equity.
  • Researched and selected new partners, including asset managers and banks
  • Led due diligence processes and negotiated onboarding with new partnersasset managers, custodians, and banks, enhancing access to alternative investments.



Assistant Client Relationship Manager

LGT Private Banking and Asset Management
Geneva
2019 - 2022

LGT Bank is a leading international private bank and asset manager. It specializes in wealth management and alternative investments for high-net-worth individuals and institutional clients.

  • Processed orders, trades, options, swaps, and payments efficiently
  • Managed client accounts, including maturities, loans, and currency positions
  • Handled account openings, formalities, and maintained client records
  • Built client relationships and supported investment proposals and visits
  • Liaised with internal teams to ensure legal and regulatory compliance
  • Conducted market research and supported system onboarding as power user
  • Gathered and analyzed client feedback to drive service improvements

Graduate Trainee program (18 months)

  • Portfolio Management & Advisory (6 months)
  • Client Data Management (6 months)
  • Assistant Relationship Manager (6 months)

Business Development & Marketing Internship

CHANEL
Hong Kong
01.2017 - 01.2018

CHANEL is a leading French luxury fashion house

  • Analyzed market data to support CRM and business development
  • Developed client retention ideas based on research insights
  • Monitored budgets and assisted with logistics for client initiatives

Rooms Management Trainee Internship

The Peninsula Hotel
New York
01.2015 - 01.2016

The Peninsula New York is a five-star luxury hotel in Manhattan

  • Managed front desk operations and delivered personalized service in a high-end hospitality setting
  • Contributed to smooth daily operations while ensuring high client satisfaction standards

Education

Master of Science - Financial Economics

Reichmant University
Herzliya, Israel
04.2001 -

Bachelor of Science - Business Management

EHL Hospitality Business & Hotel Management School
Lausanne, Switzerland
04.2001 -

Skills

Account management

Business development

Customer relations and retention

Microsoft Office Word, Excel, PowerPoint

Banking certification BEM

CRM software

MarketMapp

R (Programming language)

Timeline

Clients Relations Manager

Efficient Frontier
01.2024 - Current

Investment Analyst

Binder & Partners Ltd. Family Office
01.2023 - 01.2024

Business Development & Marketing Internship

CHANEL
01.2017 - 01.2018

Rooms Management Trainee Internship

The Peninsula Hotel
01.2015 - 01.2016

Master of Science - Financial Economics

Reichmant University
04.2001 -

Bachelor of Science - Business Management

EHL Hospitality Business & Hotel Management School
04.2001 -

Assistant Client Relationship Manager

LGT Private Banking and Asset Management
2019 - 2022
AUDREY DABBAHClients Relationship Manager