Client advisor Jobs in Genf
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Client advisor • genf
Zuletzt aktualisiert: vor 16 Tagen
Your Strategic Partner for HR, Payroll & Headhunting Solutions.The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting gro...Mehr anzeigenZuletzt aktualisiert: vor über 30 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 16 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
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
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 26 Tagen
- Gesponsert
Internship - Client Relationship Management tasks automation
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 über 30 Tagen
Client Service Specialist - Geneve
JPMorgan Chase & Co.Geneve, GE, Switzerland A Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client.
A CSS works with bankers, investors, various product specialists, mid-of...Mehr anzeigenZuletzt aktualisiert: vor 20 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 17 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 über 30 Tagen
Technical Advisor
Audemars PiguetGeneva, Geneva, Switzerland Votre mission principale sera dagir comme un réfèrent et mentor technique pour léquipe pour toutes les tâches et activités liées au Service Client.
Vous contribuerez à établir et développer des rela...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
Senior 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 16 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 Relationship Advisor
theHRchapterGeneva, Geneva, .CHQuick Apply
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
Business Development Associate
deVere GroupGeneva Vere Group of companies are the world’s premier wealth tech and advice organisation.Vere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best produc...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Junior Investment Advisor
Mirabaud & Cie SAGeneva, Geneva, Switzerland Perform in-depth research and evaluation of a broad range of asset classes including equities fixed income mutual funds and alternative investments to identify opportunities that align with clients...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Client Advisor FR / ANG - Haute Horlogerie
Luxury ExpertsGenève, GE, chQuick Apply
Private Wealth Manager
Independent Resourcing ConsultancyGeneva Private Wealth Manager - Switzerland.Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region.A unique opportuni...Mehr anzeigenZuletzt aktualisiert: vor über 30 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)