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
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
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
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
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
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