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Client advisor Jobs in Affoltern Am Albis
- Gesponsert
Client Advisor (m / f / d) 100% (canton Zug)
Mevelin AGZug, Kanton Zug, CH- Gesponsert
Client Relationship Manager
Fides Treasury Services AGZürich, CH- Gesponsert
Beauty Advisor
Swiss CannaMed SAZürich, Kanton Zürich, CHMedical Advisor
headcount AGZug,Switzerland- Gesponsert
Client Relationship Manager - Zurich
FINDERS SAZürich, CHFashion Advisor
CHANELZurichClient Solution Executive
OracleZURICH, Switzerland- Gesponsert
Sales Advisor
Swatch Group Les BoutiquesCH-ZH, CH- Gesponsert
CLIENT SERVICE REPRESENTATIVE 80 - 100%
tempobrain AGDübendorf, CH- Gesponsert
Sales Advisor
GOWAGO AGZürich, Kanton Zürich, CHClient Advisor
Vacheron ConstantinZürich, ZH, CHClient Advisor Zurich
Dolce & GabbanaZurich, CHClient Advisor (m / w / d) 100 %
BuchererZürich, CHCloud Advisor
SwisscomZürich, SwitzerlandClient Advisor - Luxury Brand
Luxe Talent InternationalZürich, SwitzerlandSenior Client Partner
GinettaZürich, ZH, CHKYC - Client Onboarding
Brodard Executive SearchZürich, SwitzerlandClient Advisor
Gi Group SAZurigo, Zürich, Schweiz- Gesponsert
Client Manager 100 %
EXPERTsuisse AGZürich, CHClient Engineer
ONE AgencyZürichClient Advisor (m / f / d) 100% (canton Zug)
Mevelin AGZug, Kanton Zug, CHIntro For our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced Client Advisor (m / f / d) 100% The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client relationships, has a comprehensive understanding of financial products, and is motivated to provide exceptional service to high-net-worth clients. Tasks Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies aligned with their goals. Serve as the primary point of contact for clients, providing guidance on the firm’s investment products and services, as well as updates on portfolio performance. Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM). Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs. Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company’s model-based, data-driven approach. Stay informed about market trends and regulatory changes to provide clients with relevant information and insights. Requirements Proven experience in client relationship management, ideally within asset management, wealth management, or private banking. Familiarity with investment principles and financial products, with a strong client-focused mindset. An established client base with disclosed AUM is preferred; please include AUM information in your application. Excellent interpersonal and communication skills, with the ability to effectively manage and expand client relationships. Fluency in German and English; additional languages are advantageous. EU / EFTA-passport or a valid work permit (C or B) for Switzerland. Closing If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (CV and certificates / diplomas).