Client Relationship Advisor

Vor 4 Tagen


Genf, Schweiz Salve.Inno Consulting Vollzeit

We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting growth of an advisory portfolio in a professional services context.This position suits a collaborative, customer-oriented advisor who is organised, comfortable running client meetings and presentations, and experienced in managing client portfolios or accounts.ResponsibilitiesManage and develop a portfolio of corporate and individual clients, ensuring ongoing satisfaction and retention.Act as the primary point of contact for client enquiries, coordinating internally to deliver timely and accurate responses.Prepare and present client proposals, advice notes and solution summaries.Lead informational sessions and workshops for client groups and stakeholders.Ensure accurate record-keeping and follow-up on client actions and commitments.Monitor client accounts and performance indicators, escalating risks or opportunities to management.Support commercial outreach and prospecting activities to expand the client base.Collaborate with colleagues across technical, service and operations teams to ensure a seamless client experience.RequirementsSeveral years of experience in client advisory, account management or portfolio servicing (e.g., professional services, financial services, benefits administration, or consulting).Strong communicator with excellent presentation and negotiation skills.Customer-centric approach with proven ability to build trust and long-term relationships.Organised, detail-oriented and capable of managing competing priorities.Comfort leading meetings and delivering group presentations.Proactive, solution-driven and able to work autonomously as well as part of a team.Fluency in French (C1) and professional level of English required; additional language skills are advantageous.Relevant tertiary qualification (Bachelor’s or equivalent) or equivalent experience.BenefitsFlexible working arrangements possible.Professional development and internal training opportunities.Supportive team culture with a focus on quality client service.Opportunity to work on varied client mandates and build impactful client relationships. #J-18808-Ljbffr



  • Genf, Schweiz theHRchapter Vollzeit

    A leading HR solutions firm in Geneva is seeking a Client Relationship Advisor to join their team. This role focuses on managing and developing relationships with both corporate and individual clients, providing guidance on solutions, and ensuring satisfaction and retention. The ideal candidate will have several years of advisory experience, excellent...


  • Genf, Schweiz Salve.Inno Consulting Vollzeit

    We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting growth of an advisory portfolio in...


  • Genf, Schweiz theHRchapter Vollzeit

    Your Strategic Partner for HR, Payroll & Headhunting Solutions 🚀We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on...


  • Genf, Genf, Schweiz Resolve Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

    Premium Client AdvisorResolve is the Fintech that is revolutionizing the Swiss mortgage financing market. We are developing an online platform that we combine with the expertise of our specialists to support our clients in accomplishment of their real estate projects.The company's Premium department is responsible for the development and management of...


  • Genf, Schweiz Ateca Consulting Vollzeit

    We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative,...

  • Client Advisor

    vor 2 Wochen


    Genf, Genf, Schweiz Louis Vuitton Vollzeit CHF 60'000 - CHF 80'000 pro Jahr

    About The JobThe Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the clients...


  • Kanton Genf, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 236235BR **City** Genève **Job Type** Full Time **Your role** Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...


  • Genf, Genf, Schweiz Louis Vuitton Vollzeit

    PosteThe Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Saturday Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the clients...

  • financial advisor geneva

    vor 15 Stunden


    Genf, Genf, Schweiz International Financial Advisor Jobs Vollzeit

    Our client, a prominent financial services company, oversees more than $12 billion in assets for over 80,000 clients globally. As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross-border...


  • Genf, Genf, Schweiz Louis Vuitton Vollzeit

    About The JobThe Maison Louis Vuitton makes a promise to every of its customers: all of them, no matter the reason of their visit, should be cherished, encouraged to be themselves and a trusty relationship should be created. As a Saturday Client Advisor of Louis Vuitton, you will be an ambassador of the Brand and your role will be to ensure that every of the...