Client Relationship Advisor
vor 2 Wochen
Bringing a personalized approach to connecting exceptional talent with unique opportunities. Specializing in recruitment for diverse roles, leveraging extensive experience and innovative strategies to find the perfect match for any business needs. Collaboration builds a stronger, more successful future – one strategic hire at a time. 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. Responsibilities Manage 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. Requirements Several years of experience in client advisory,
-
Geneva, Schweiz Hirschy VollzeitFront Office Relationship Manager Senior 55 + and more, Wealth Advisor, (U)HNWI Dans le cadre d’une recherche pour un de nos clients, nous sommes à la recherche d’une ou d’un Gérant de Fortune Senior souhaitant poursuivre ses activités dans un cadre privilégiant la qualité de la relation avec les clients, la confiance ainsi qu’un environnement...
-
Client Relationship Officer
vor 2 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitVotre équipe Pictet Wealth Management s’appuie à la fois sur un héritage bancaire suisse de plus de 200 ans et sur une expertise internationale en matière d’investissement. Groupe détenu et dirigé par des associés, Pictet propose une gamme complète de services financiers destinés à des familles et à des particuliers fortunés, comprenant des...
-
Client Relationship Officer
vor 2 Wochen
Geneva, Schweiz Pictet VollzeitVotre équipe Pictet Wealth Managements’appuie à la fois sur un héritage bancaire suisse de plus de 200 ans et sur une expertise internationale en matière d’investissement. Groupe détenu et dirigé par des associés, Pictet propose une gamme complète de services financiers destinés à des familles et à des particuliers fortunés, comprenant des...
-
POMELLATO Client Advisor
Vor 3 Tagen
Geneva, Schweiz POMELLATO SWITZERLAND SA VollzeitDescription Your opportunityWe are currently looking for a Client Advisor who will report to the Boutique Manager as a part of our team based in Geneve.How you will contributeThe candidate will manage client relations and identify customer needs, in order to ensure that each customer receives an excellent and professional service throughout. The ideal...
-
Geneva, Schweiz Jobs CH VollzeitPraktikum – Kontrollen und Validierung in der Client Relationship Management Plattform Lombard Odier ist ein globaler Vermögensverwalter mit Fokus auf nachhaltige Investitionen. Hier erwartet Sie ein dynamisches Arbeitsumfeld und zahlreiche Entwicklungsmöglichkeiten. Aufgaben Optimierung von Steuerungs- und Validierungsmechanismen im CRM. Entwicklung von...
-
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Sales Advisor
Vor 5 Tagen
Geneva, Schweiz DAMIANI Group VollzeitJob Title: Sales Advisor (Part-Time 60-80%) – Boutique at Globus Geneva Location: Geneva, SwitzerlandContract Type: Permanent – Part-Time (60-80%) About the Role As a Sales Advisor, you will play a key role in delivering an exceptional client experience within our boutique located in Globus Geneva. You will embody the brand’s values and act as an...
-
Senior Client Advisor FR/ENG
vor 2 Stunden
Geneva, Illinois, Schweiz Luxury Experts VollzeitPour le compte d'une maison horlogère de renom, nous recherchons actuellement leur futur Lead / Senior Client Advisor (h/f) pour leur Boutique Flagship au centre de Genève, un véritable talent, pouvant incarner l'excellence de la Maison et contribuer au rayonnement de la marque à travers une expérience client unique et personnalisée (clients...
