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Client advisor • genf

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Investment Advisor

Investment Advisor

Michael PageGeneva, CH
Review client portfolios for suitability, performance, and alignment with objectives.Develop tailored investment proposals based on market trends and client needs. .Select instruments across asset c...Mehr anzeigenZuletzt aktualisiert: vor 29 Tagen
Client Adviser

Client Adviser

Rothschild & CoGeneva
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, i...Mehr anzeigenZuletzt aktualisiert: vor 8 Tagen
Client Implementation Specialist

Client Implementation Specialist

Deutsche BankGeneva Place des Bergues 3
For over 150 years, our dedication to being the for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, exp...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
CLIENT ADVISOR

CLIENT ADVISOR

Gi Group SAGeneva, Ginevra, Schweiz
Quick Apply
For our important client, a prestigious luxury retail company we are seeking for a : .As Sales Specialist you will support the development of the client portfolio and enhance the boutique's performa...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Mystère

Client Mystère

Helion ResearchVernier, Geneva
Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Relationship Manager -Banking

Client Relationship Manager -Banking

FINDERS SAGenf, CH
We are seeking an experienced and motivated.This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships.The succ...Mehr anzeigenZuletzt aktualisiert: vor 7 Tagen
  • Gesponsert
Junior Investment Advisor

Junior Investment Advisor

Michael Page - SwitzerlandGeneva, Switzerland
Participer à la définition et au suivi des allocations d'actifs (multi-asset).Produire des recommandations d'investissement (fonds, actions, obligations, produits structurés, ETF).Accompagner les R...Mehr anzeigenZuletzt aktualisiert: vor 13 Tagen
Client Advisor

Client Advisor

IWCGeneva, GE, CH
The IWC Client Advisor is responsible for delivering stellar client experience and for achieving personal sales targets as well as those of the boutique. He / she is passionate towards network communi...Mehr anzeigenZuletzt aktualisiert: vor 17 Tagen
Client Advisor, Prada Geneve

Client Advisor, Prada Geneve

PradaGeneve, CH
Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation.Our Iconic Brands include PRADA, Miu Miu, Church’s, Car Shoe and Pasticceria Marches...Mehr anzeigenZuletzt aktualisiert: vor 10 Tagen
  • Gesponsert
Assistant Client Relationship Manager

Assistant Client Relationship Manager

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 24 Tagen
Investment Advisor

Investment Advisor

Michael Page SuisseGeneva, Genève, CH
Review client portfolios for suitability, performance, and alignment with objectives; < > < > Develop tailored investment proposals based on market trends and client needs; < > < ...Mehr anzeigenZuletzt aktualisiert: vor 29 Tagen
Investment Advisor

Investment Advisor

Norman AlexGeneva, Switzerland
Quick Apply
Our client is a tier 1 Swiss Independent Wealth Management company established in Geneva and Zurich.Reporting to the Head of Advisory for the Eastern & Central Europe Desk, the selected person will...Mehr anzeigenZuletzt aktualisiert: vor 7 Tagen
  • Gesponsert
Project manager client reporting

Project manager client reporting

Adecco Human Resources AGGenève, CH
Nous recrutons pour une longue mission, un ou une.Project manager client reporting.IT de notre client situé à Genève (domaine bancaire), Si vous êtes prêt ou prête à relever un nouveau défi, cette ...Mehr anzeigenZuletzt aktualisiert: vor 14 Tagen
Project manager client reporting

Project manager client reporting

LHHGeneva, Geneva, Switzerland
Nous recrutons pour une longue mission, un ou une.Project manager client reporting.IT de notre client situé à Genève (domaine bancaire), Si vous êtes prêt ou prête à relever un nouveau défi, cette ...Mehr anzeigenZuletzt aktualisiert: vor 14 Tagen
Client Satisfaction Intern

Client Satisfaction Intern

RichemontMeyrin, GE, CH
Analyze brands using various resources.Share big ideas in brainstorm and with teams, create & animate internal workshops. Assist in event coordination and logistics (now remote meetings, learning se...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
SAINT LAURENT Client Advisor Geneva W / M / D

SAINT LAURENT Client Advisor Geneva W / M / D

YSL Switzerland S.A.Genève
A Client Advisor contribute actively to the store sales and key indicators achievement.They are providing a unique, memorable, sophisticated, and everlasting experience to all external and internal...Mehr anzeigenZuletzt aktualisiert: vor 1 Tag
Client Program Specialist

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
  • Gesponsert
Forex / Precious Metals Advisor

Forex / Precious Metals Advisor

Lombard OdierGeneva
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 14 Tagen
Client Advisor

Client Advisor

Start EmploiGenève, CH
Full-time Client Advisor for an Independent Wealth Manager.We offer a position which has a high learning curve, you can work autonomously but within a dynamic and strong team.Shadow to Senior Relat...Mehr anzeigenZuletzt aktualisiert: vor 26 Tagen
Client Advisor H / F

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
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Investment Advisor

Investment Advisor

Michael PageGeneva, CH
Vor 29 Tagen
Stellenbeschreibung
  • Review client portfolios for suitability, performance, and alignment with objectives
  • Develop tailored investment proposals based on market trends and client needs;
  • Select instruments across asset classes, including traditional and alternative investments;
  • Support discretionary mandate promotion to drive AUM growth and retention;
  • Collaborate with Relationship Managers and internal teams (e.g., Product, Compliance);
  • Contribute to innovative product structuring (e.g., structured products, thematic ideas);
  • Join client meetings to provide technical input and market insights;
  • Prepare reports and materials to support commercial efforts;
  • Maintain up-to-date knowledge of markets, regulations, and investment strategies.
  • Master degree in Finance, Economics or related field;
  • Fluent French and English;
  • At least 7 to 10 years of experience in investment advisory, asset management, or wealth management;
  • In-depth knowledge of financial markets and investment instruments;
  • Strong analytical, communication, and interpersonal skills;
  • Client-oriented mindset with a focus on value creation.

    • You will play a key role in managing clients relationships and be active both on the investment advisory side as well as the farming of the accounts.