Private Client Advisor

The Client Success Manager - Finance plays a critical role in delivering exceptional client experiences at Private Client Consultancy. As a member of our team, you will be responsible for managing client relationships, developing financial plans, and providing expert advice on investments and wealth management.About the RoleThis is a challenging and...

Are you a motivated and results-driven professional looking for a new challenge?We are seeking a Financial Market Specialist to join our team at TN Switzerland.In this role, you will be responsible for:Prospecting and acquiring new clients and assets from the Sub-Saharan African marketsAdvising clients on their financial needs, including investment...

Michael Page International (Switzerland) SA is seeking an experienced Account Manager - Institutional clients to join its team.Job SummaryThe ideal candidate will have a proven track record of developing and executing strategies to acquire and engage high-value clients. This includes conducting market research, creating value propositions, and leading...

For our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and post-sales...

For our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and post-sales...

Gi Group SAFor our important client, a prestigious luxury retail company we are seeking for a :CLIENT ADVISORAs Sales Specialist you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.RESPOSABILITIES:- Develop the local client portfolio and POS.- Provide exceptional shopping and...

We are seeking a highly skilled Strategic Client Advisor to join our team. As a Strategic Client Advisor, you will be responsible for building and maintaining strong relationships with clients, identifying and pursuing new business opportunities, and developing and executing sales strategies to achieve revenue growth targets.Your primary objective will be to...

The Investment Advisory Professional at Private Client Consultancy provides expert guidance to clients on investment strategies and wealth management. As a member of our team, you will work closely with clients to understand their unique needs and develop tailored plans to achieve their financial goals.About the RoleThis is a dynamic and entrepreneurial role...

At Private Client Consultancy, we specialize in delivering bespoke financial solutions to our clients. As a Personal Wealth Consultant, you will be an integral part of our team, working closely with clients to understand their unique needs and develop tailored plans to achieve their financial goals.About the RoleThis is a dynamic and entrepreneurial role...

As a Financial Services Specialist at Private Client Consultancy, you will play a pivotal role in delivering tailored financial solutions to our clients.About the RoleYou will be responsible for building and maintaining long-term relationships with clients, providing expert advice on their financial goals and objectives.Deliver personalized financial plans,...

**Client Relationships and Experience**We are seeking an experienced Strategic Client Advisor to join our team in Geneva or Zurich. In this role, you will be responsible for prospecting and acquiring new clients, developing a strong client pipeline, and establishing trust with existing clients.You will work closely with cross-functional teams to deliver a...

Role Summary:We are looking for a skilled Private Banker to join our team in Switzerland.The successful candidate will have several years of experience in private banking and be able to demonstrate excellent commercial skills in prospection.Key Responsibilities:Prospect new clients and develop business relationshipsProvide tailored advice on our clients'...

We are looking for a highly skilled Private Client Operations Expert to join our team at Banque Pictet & Cie SA. As a key member of the operational banking department, you will be responsible for delivering world-class client experiences.Key responsibilities include taking orders and placing orders in the system from clients, leading the end-to-end account...

Options Group is seeking a highly motivated Hebrew Speaking Wealth Advisor to join our team. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our clients in Israel.About the OpportunityProvide tailored financial planning and investment advice to clients, identifying opportunities to grow their...

As an Account Manager - Institutional clients at Michael Page International (Switzerland) SA, you will be responsible for developing and executing strategies to acquire and engage high-value clients.Key ResponsibilitiesThis includes conducting market research, creating value propositions, and leading workshops on sales management and client relationship...

About our clientWe are partnering with a leading investment manager, specializing in private equity secondaries. They are seeking an experienced investor to join their team in Geneva or Zurich and focus on sourcing new secondary investment opportunities through existing relationships with GPs and intermediaries.What the job involvesDetailed review and due...

About Our Client For our client, a well-known Swiss Private Bank, we are currently looking for : Tax Specialist- Advisory Team Job Description Main responsabilities Provide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business Analyse complex cases together with Compliance WM at onboarding Liase with...

Job DescriptionWe are looking for a seasoned Senior Associate to join our team of Client Advisors in Geneva. As a key member of our Private Banking division, you will be responsible for providing exceptional wealth management solutions to our high net worth clients.Our ideal candidate is a dynamic and credible professional with a proven track record of...

About the TeamWe are a dynamic team of professionals who share a passion for delivering exceptional client experiences. As an Investment Advisor, you will be part of this team, working closely with Relationship Managers to provide top-notch investment advice and asset allocation to clients.Key ResponsibilitiesDevelop and implement tailored investment...

**Job Description**We are looking for a seasoned relationship manager with a strong technical background in financial markets, investments, and products. You should be comfortable explaining complex orders, structured products, funds, and derivatives to clients. Experience working with junior bankers and assistants is essential.You will work closely with our...