Client Advisor
vor 1 Tag
Critères de l'offre
Description du poste
Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for them. Do you have a proven track record in giving superior investment advice? Can you multitask and handle multiple client requests?
We're looking for a Client Advisor to join our UK International Zurich desk in our Private Clients team to:
- grow and retain an existing book of clients by ensuring a strategic approach to driving growth and a smooth execution of the daily client business
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams in line with the requirements of the respective UK tax regime
- take a strategic view of clients' investments and monitor portfolio quality
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies, and standards to be in line with our risk management culture
Description du profil
**Your expertise**:
- enthusiastic and highly motivated with a strong work ethic.
- ability to build strong client networks with a strong entrepreneurial mindset and a highly committed and outgoing personality
- proven experience in providing and implementing investment advice to a client base in a cross-border context
- ideally previous experience in UK, other RnD jurisdictions and/ or European regulatory frameworks
- excellent verbal and written communication skills in English, other languages are definitely a plus
- resilient team player and truly service oriented
- aptitude for digitization and technology
-
Client Advisor
vor 1 Woche
Zurich, Schweiz Fyte VollzeitWe are recruiting for our client, a company active in luxury products, a client advisor. **Missions**: Provide excellent and specialized customer service by creating relationships with clients, Develop and nurture meaningful and loyal client relationships through personal connections, Manage and drive stocks, sales and after sales by understanding client...
-
Client Advisor
vor 1 Tag
Zurich, Schweiz Bulgari VollzeitFounded in 1884, Bulgari’s name has today become emblematic of Italian excellence. Perfectly blending tradition and modernity, Bulgari uses its rich history to inspire audacious designs and produce truly colorful creations making us unique. Internationally renowned and part of LVMH group, from our roots in jewelry and watches we have branched out into...
-
Client Advisor Zh
vor 1 Tag
Zurich, Schweiz Bulgari VollzeitFounded in 1884, Bulgari’s name has today become emblematic of Italian excellence. Perfectly blending tradition and modernity, Bulgari uses its rich history to inspire audacious designs and produce truly colorful creations making us unique. Internationally renowned and part of LVMH group, from our roots in jewelry and watches we have branched out into...
-
Client Advisor
vor 1 Tag
Zurich, Schweiz Louis Vuitton VollzeitPOSTE The 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 will...
-
Client Advisor Wm Global Family
vor 1 Woche
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **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...
-
Client Advisor Wm Private Clients Turkey
Vor 2 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 252880BR**City** - Zürich**Job Type** - Full Time**Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking for a...
-
Expert Client Advisor Men’s Universe
Vor 6 Tagen
Zurich, Schweiz Louis Vuitton Malletier Vollzeit**Your Challenges** For our Louis Vuitton Global Store in Zürich we are seeking a highly motivated Expert Client Advisor, responsible for acting as an ambassador for the Maison, specializing in Men’s Universe. This is an opportunity for those who thrive in a fast-paced environment, see themselves as more than a Client Advisor but as a true personal and...
-
Client Advisor, Zurich Globus
Vor 7 Tagen
Zurich, Schweiz Maison Valentino Vollzeit**Location**: Zurich, CH ID: 7676 WHY WORK FOR VALENTINO Founded in Rome 1960, Valentino is an Italian Maison de Couture that aims to provide uniqueness to our customers through mastery, creativity, intimacy and care. As of today, Valentino counts about 4.000 colleagues in 30 different Countries all over the world. Every branch of the Valentino universe...
-
Saturday Client Advisor
Vor 4 Tagen
Zurich, Schweiz Louis Vuitton Malletier Vollzeit**Position**: The 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...
-
Client Advisor
Vor 2 Tagen
Zurich, Schweiz Sidler - SA VollzeitOn behalf of our esteemed Customer, a multinational Company leader in the Luxury field, we are recruiting the following profile to join the Boutique in Zürich: **CLIENT ADVISOR / HIGH JEWELLERY BRAND / Zürich** **Duties and Responsibilities**: - Provide an High quality customer service and enhance clienteling experience in order to achieve sales...
-
Client Advisor Wealth Management Mea Affluent
Vor 6 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260051BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking...
-
Client Advisor Wm Mea Region
vor 10 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246906BR **City** Zürich **Job Type** Full Time **Your role** Are you at your best when serving clients and building relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us: -...
-
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management...
-
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a person looking for a challenge? Do you know how to deal with pressure? Then our team is the right place for you! **In this role, you will**: - offer solutions directly in daily contact with Financial Intermediaries, i.e., professional customers like External Asset Managers and Multi Family Offices - be...
-
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...
-
Service Advisor
vor 11 Stunden
Zurich, Schweiz Fisker Inc VollzeitAbout Fisker Inc. California-based Fisker Inc. is revolutionizing the automotive industry by developing the most emotionally desirable and eco-friendly electric vehicles on Earth. Passionately driven by a vision of a clean future for all, the company is on a mission to become the No. 1 e-mobility service provider with the world’s most sustainable...
-
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...
-
Zurich, Schweiz UBS VollzeitCritères de l'offre Description du poste Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) entrepreneurs and High Net Worth Individuals? Are you a proven...
-
Client Advisor Wm Apac Switzerland Team South East
vor 11 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Western Switzerland, Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 267465BR **City** - Carouge, Zürich **Job Type** - Full Time **Your role** Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client...
-
Investment Advisor
Vor 6 Tagen
Zurich, Schweiz Barclays VollzeitOverall purpose of role An Investment Advisor (IA) is the conduit into investments for Wealth Relationship Managers and clients. While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products...