Client advisor Jobs in Genf
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Client advisor • genf
Zuletzt aktualisiert: vor 5 Tagen
Pour 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, pou...Mehr anzeigenZuletzt aktualisiert: vor 18 Tagen
Investment Advisor
SYZ SAGeneva Based in Geneva, you are the investment face of the Front team regarding advisory mandates.You will interact directly with clients of different sizes and complexity levels, or through their respect...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Investment Advisor
Lotus PartnersGenève, GE For one of our clients, a well-established financial institution based in Geneva, we are looking for a : .SENIOR ADVISORY PORTFOLIO MANAGER.
Provide proactive investment advice to clients holding Acti...Mehr anzeigenZuletzt aktualisiert: vor 10 Tagen
Client Service Manager, Brand Health Tracking, Geneva
IpsosGenève, Switzerland The Client Service Manager will have the following main responsibilities : .Work on end-to-end projects for key international clients, from initial briefing to final presentation, dealing internally ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior VIC Client Advisor FR / ANG - Haute Horlogerie
RETAIL ExpertsGenève, Genf, Switzerland Pourle 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, pouv...Mehr anzeigenZuletzt aktualisiert: vor 18 Tagen
Geneva Office Lead - Financial Services Consulting
Michael PageGeneva, CH Key ResponsibilitiesTeam & Office Leadership.Lead, mentor, and develop a team of four consultants based in Geneva.Manage day-to-day office operations and act as the primary point of contact for...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor
BulgariGenève Founded in 1884 by Sotirio Bulgari as a single jewelry shop in the capital city of Rome, Bulgari’s name has today become emblematic of Italian excellence.
Creating a highly distinctive style that ce...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Relationship Advisor
Salve.Inno ConsultingGeneva, Geneva, Switzerland 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.T...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Client Relationship Manager Assistant
Ateca ConsultingGeneva, Switzerland We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland.In this permanent role, the ideal candidate would be an integral support partner to our Client ...Mehr anzeigenZuletzt aktualisiert: vor 6 Tagen
Superviseur Expérience Client
Four Seasons Hotels and ResortsGeneva Four Seasons is powered by our people.We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return.Our ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Sales Advisor (Part-Time 60-80%) - Boutique at Globus Geneva
DAMIANI GroupGinevra Sales Advisor (Part-Time 60-80%) – Boutique at Globus Geneva.Permanent – Part-Time (60-80%).You will embody the brand’s values and act as an ambassador, ensuring that every client receives a warm w...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Program Specialist
Engineering Management SelectionGeneva, CH In this exciting position based in Geneva or elsewhere in Switzerland, you will offer commercial and technical support primarily to customers based in the Netherlands and the UK.You will manage and...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor H / F
Albedis SAGenève Vous maîtrisez l'art de la communication, possédez une présence raffinée et une connaissance approfondie des produits de luxe.
Vous comprenez de manière personnalisée les besoins des clients et à le...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Business Analyst - Client Platform Advisory
Lombard OdierGenève, Switzerland 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 op...Mehr anzeigenZuletzt aktualisiert: vor 11 Tagen
Senior VIC Client Advisor FR / ANG - Haute Horlogerie
Luxury ExpertsGenève, GE, chQuick Apply
Client Advisor – Accounting Services (M / F) H / F
SigmaCanton de Genève Nous recherchons pour notre client un(e).Business Developer en Services Fiduciaires.Rejoignez une fiduciaire innovante & digitale : .
Vous serez linterlocuteur privilégié des dirigeants, en ...Mehr anzeigenZuletzt aktualisiert: vor 18 Tagen
Legal Advisor
Mirabaud & Cie SAGeneva, Geneva, Switzerland We are looking for a Legal Advisor to complete our team in Mirabauds Head Office in Geneva.Provide expert and strategic legal advice to internal clients.
.Evaluate and weigh impacts of decisions or ...Mehr anzeigenZuletzt aktualisiert: vor 12 Tagen
- Gesponsert
Client Documentation Specialist - M / F
Ficoba SAGenève, CH As part of the Client Documentation team, you are a key element to ensure : Client Documentation Specialist - M / F.A smooth documents process flow between the different departments of the bank, espec...Mehr anzeigenZuletzt aktualisiert: vor 12 Tagen
Advisor, Quantitative Trader.
CargillGeneva, Switzerland Cargill is a family company committed to providing food and agricultural solutions to nourish the world in a safe, responsible, and sustainable way.
We sit at the heart of the supply chain, partneri...Mehr anzeigenZuletzt aktualisiert: vor 5 Tagen
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Investment Advisor
SYZ SAGenevaVor 30+ Tagen
StellenbeschreibungCreative and entrepreneurial mindset, as well as team player Ability to clearly articulate and pitch technical aspects of asset classAbility to work cross-functionally and influence senior stakeholders. Strong client focus mindset with strong involvement and initiative Excellent listening and selling skills, adaptability to client needs Capability to take timely and well-reasoned investment decisions (analyse issues and balance fact-based analysis with intuition, information and experience) High standard of professionalism and integrity Pragmatism and result-orientation Able to work under pressure and in a fast-moving, changing environment. High attention to details, analytical, intellectually curious and proactive
Purpose of the role : Based in Geneva, you are the investment face of the Front team regarding advisory mandates. You will interact directly with clients of different sizes and complexity levels, or through their respective relationship managers. As such you will promote investment ideas and act as a partner for the Regional Head and Relationship Managers based on the client needs and our wealth management product offering and are a key link to build investment solutions based on matching client needs. Overall, you actively support the RMs in client acquisition and development.
You are an investor yourself, passionate about markets and investments, can translate complex macro and micro topics in a comprehensible manner and adapt to various types of private clients, with different levels of expertise, gaining their trust by acting as a true partner for them.
Key responsibilities
Investment Advisory :
- Provide personalised investment advice within the client risk profile framework, be it on their tactical asset allocation or bottom-up approach.
- Act as partner for the Team Leaders and Private Bankers in the tracking of Advisory ideas and their penetration in the clients’ portfolios, gathering needs from the front and coming with proposals to address our clients’ needs.
- Contribute to generating investment ideas leveraging on the various internal specialists in all asset classes : equities, fixed income, FX / metals, derivatives, private markets, structured products, etc. You actively contribute to the feedback loop with our research team, in order to have investment ideas matching client needs.
- Be able to promote the house view, recommended investment solutions, and coach the RMs in solving complex investment challenges.
Your profile
Department / Team : Advisory
Reporting to : Head of Advisory
Education : Master’s in finance or equivalent
Professional Experience required : Min 5 years in a similar role
Soft skills :
Technical skills : Excellent financial market knowledge (macro, asset classes and instruments).
Languages : Fluency in French and English, other languages are a plus (Portuguese or Spanish)