High Net Worth Customer Advisor
Vor 5 Tagen
We are seeking a highly skilled and experienced customer advisor to join our team at EDP Personalberatung GmbH. As a High Net Worth Customer Advisor, you will be responsible for managing high net worth client relationships and providing personalized customer service.
The ideal candidate should have at least 5 years of experience in customer-facing roles and hold a certification as a Financial Planner. Prior experience in managing customer books in the upper affluent segment and building sustainable customer relationships is an advantage.
Key Responsibilities- Manage client relationships and provide personalized customer service.
- Develop and maintain strong relationships with high net worth clients.
- Collaborate with internal teams to deliver exceptional client experiences.
- Stay up-to-date with industry trends and regulatory changes affecting wealth management.
- Communicate effectively with clients, colleagues and external partners.
- Strong understanding of customer needs and preferences.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proven track record of managing high net worth client relationships.
- Industry-recognized certifications such as CFP or CAIA.
-
Affluent Client Manager
Vor 5 Tagen
Basel, Basel-Stadt, Schweiz EDP Personalberatung GmbH VollzeitWe are seeking a senior wealth management professional to join our team at EDP Personalberatung GmbH. As a Senior Wealth Management & Relationship Manager, you will be responsible for managing high net worth client relationships and providing holistic wealth management services.The ideal candidate should have at least 5 years of experience in wealth...
-
Wealth Management Senior Consultant
Vor 5 Tagen
Basel, Basel-Stadt, Schweiz EDP Personalberatung GmbH VollzeitWe are looking for a highly skilled and experienced wealth management professional to join our team at EDP Personalberatung GmbH. As a Wealth Management Senior Consultant, you will be responsible for providing expert advice to high net worth clients and developing customized investment strategies.The ideal candidate should have at least 5 years of experience...
-
Wealth Management Professional
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Claudio Cavelti | Managing Partner VollzeitKey Responsibilities:As a Senior Wealth Manager, you will be responsible for:Providing expert financial advice to high-net-worth clientsDeveloping and implementing customized financial plansEngaging in customer acquisition activities, such as seminars and webinarsWorking closely with clients to understand their financial goals and...
-
Customer Advisor
Vor 2 Tagen
Basel, Basel-Stadt, Schweiz betterview AG VollzeitHast du Lust in einem jungen, aufstrebenden Unternehmen zu arbeiten und Teil unserer Erfolgsgeschichte zu werden? Hast du Freude am Verkauf, bist du kommunikativ und schaffst gerne eine angenehme "Welcome"-Atmosphäre?Dann bist du bei uns genau richtig.Wir suchen dich als Customer Advisor ab sofort für unseren Shop in Baselbetterview revolutioniert den...
-
Sustainability Advisor
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Iris Software VollzeitSustainability Advisor Position at EY in SwitzerlandWe're looking for a highly motivated and ambitious individual to join our Indirect Tax Global Trade practice as a Sustainability Advisor. In this role, you will work closely with senior consultants, tax experts, customs lawyers, accountants, data scientists, and system professionals to develop sustainable...
-
Financial Planning Expert
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Claudio Cavelti | Managing Partner VollzeitJob Description:As a Senior Wealth Manager, you will be responsible for providing holistic financial advice to high-net-worth individuals and families.You will work closely with clients to understand their financial goals and objectives, providing tailored solutions to meet their needs.Responsibilities include:Advising and supporting clients in asset...
-
NET Analyst Developer
Vor 3 Tagen
Basel, Basel-Stadt, Schweiz Source Technology VollzeitSource Group are working with a customer in Basel who are looking to hire a .NET Developer Analyst to join them on a long-term contract.We are looking for a Developer to join our diverse and talented team of engineers dedicated to building risk management systems. The role will be partly responsible for transitioning the platform to a scalable, containerized...
-
NET Software Engineer
Vor 7 Tagen
Basel, Basel-Stadt, Schweiz Noir Vollzeit.NET Software Engineer - Software House - Basel, Switzerland(Tech stack: .NET Software Engineer, .NET 9, C#, Blazor, Azure, JavaScript, HTML5, CSS3, Agile, Programmer, Full Stack Developer, Architect, Softwareentwickler, Entwickler, .NET Software Engineer)Do you want to work for an internationally recognised brand? Do you want to work on enterprise level...
-
NET Software Engineer
Vor 6 Tagen
Basel, Basel-Stadt, Schweiz Noir VollzeitSocial network you want to login/join with:.NET Software Engineer - Software House – Basel, SwitzerlandLocation:Basel, Switzerland / Remote WorkingJob Category:Information TechnologyJob Reference:NC/BK/BAS110140_1734919213Job Views:18Posted:23.12.2024Expiry Date:06.02.2025Job Description:Tech stack: .NET Software Engineer, .NET 9, C#, Blazor, Azure,...
-
Customer Advisor
Vor 2 Tagen
Basel, Basel-Stadt, Schweiz betterview AG VollzeitWir sind immer auf der Suche nach talentierten Menschen wie dir und möchten dich gerne in unseren Talent Pool aufnehmenWas bedeutet das? Deine Bewerbung landet nicht im Nirgendwo, sondern in unserer exklusiven Auswahl an potenziellen Mitarbeitern. So können wir direkt auf dich zukommen, wenn sich in Zukunft die perfekte Gelegenheit ergibt.Wenn du bereit...
-
.NET Application Developer Lead
Vor 3 Tagen
Basel, Basel-Stadt, Schweiz Source Technology VollzeitAbout Source TechnologyWe are a technology company dedicated to building risk management systems. Our team of engineers is passionate about developing innovative solutions that meet the needs of our clients.Why Work with Us?We offer a collaborative and dynamic work environment, with opportunities for growth and professional development.Our team is dedicated...
-
Senior .NET Programmer Opportunity
Vor 2 Tagen
Basel, Basel-Stadt, Schweiz Noir VollzeitSenior .NET Developer RequiredJob Description:Noir is seeking a Senior .NET developer to join our team as a Mid-Senior level C# Specialist.The successful candidate will have a strong background in .NET / C# development, leadership skills, and experience in mentoring junior developers.We offer a challenging and rewarding work environment with opportunities...
-
Lead .NET 9 Application Developer Needed
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Noir VollzeitLead .NET 9 Application Developer NeededWe are a leading digital download site with operations in over 20 countries and a reputation for delivering high-quality solutions.We are seeking an experienced .NET 9 application developer to lead our team and contribute to the design and implementation of new features.The ideal candidate will have a strong...
-
Villa Cleaning Specialist
vor 1 Tag
Basel, Basel-Stadt, Schweiz Atrium Group AG VollzeitAbout This OpportunityAtrium Group AG is looking for an experienced Housekeeper to join our team. As a Housekeeper, you will be responsible for maintaining high standards of cleanliness and organization in our luxury villas, ensuring a pleasant experience for our discerning clients.Key ResponsibilitiesClean and maintain guest areas and villa premises,...
-
Luxury Villa Housekeeper
vor 1 Tag
Basel, Basel-Stadt, Schweiz Atrium Group AG VollzeitAbout the RoleWe are seeking an experienced and reliable Housekeeper to join our team at Atrium Group AG.The successful candidate will be responsible for maintaining high standards of cleanliness and organization in our luxury villas, ensuring a pleasant experience for our discerning clients.ResponsibilitiesClean and maintain guest areas and villa premises,...
-
Vp Of Sales Basel
vor 9 Stunden
Basel, Basel-Stadt, Schweiz Origin Recruitment Ltd VollzeitGet AI-powered advice on this job and more exclusive features. Location : Basel, Remote Our client is a leading company in the aviation industry and is seeking to employ a VP of Sales. Purpose of Position: To generate new business sales to our key target audience, including High Net Worth Individuals and Corporations, in order to achieve quota for your...
-
Housekeeping Professional
vor 1 Tag
Basel, Basel-Stadt, Schweiz Atrium Group AG VollzeitAbout UsAtrium Group AG is a dynamic and passionate team that thrives on the excitement of hospitality. We offer competitive compensation and the opportunity to collaborate with a multicultural and motivated workforce.Job DescriptionThe successful candidate will be responsible for maintaining high standards of cleanliness and organization in our luxury...
-
Strategic Technology Advisor
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz ONE Agency | IT Recruitment Experts VollzeitAbout our clientOur client is an international organisation with a presence in global monetary and financial stability. They are a bank for central banks, with their head office located in Basel, Switzerland. Their representative offices can be found in Hong Kong SAR and Mexico City.Your responsibilitiesWork collaboratively with development and operations...
-
Senior .NET Developer for Digital Download Site
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Noir VollzeitSenior .NET Developer for Digital Download SiteWe are a major player within the digital download arena with operations in over 20 countries. Our award-winning website and mobile apps have been featured on Google Play.We offer a unique working environment including a free onsite restaurant, relaxation pods, games room, background music while you work, and...
-
German Customer Advisor
Vor 4 Tagen
Basel, Basel-Stadt, Schweiz Cross Border Talents VollzeitRole OverviewCross Border Talents is seeking a highly motivated German-speaking customer support agent to join our team in Malta. As a key member of our cross-border customer support team, you will play a critical role in shaping the customer experience and ensuring that our clients receive exceptional service.Salary and BenefitsThe successful candidate will...