Talent.com

Client advisor Jobs in Wallisellen

Jobalert für diese Suche erstellen

Client advisor • wallisellen

Zuletzt aktualisiert: vor 15 Stunden

Senior Relationship - Business Development Officer

Peritus Investment ConsultancyZurich, Switzerland

Peritus is looking to expand its Relationship and Business Development team.The candidate will primarily support our family office investment consulting clients.Communicate with pro-activity and se... Mehr anzeigen

 • Gesponsert

Spontaneous Application Beauty Advisor La Prairie / Chantecaille

La PrairieZurich, CH

We are continuously seeking to connect with skilled individuals who are motivated to join our luxury brands La Prairie and Chantecaille and we are currently accepting open applications for BEAUTY A... Mehr anzeigen

Beauty Advisor Hourly 40-60% Zürich Sihlcity

KIKOZürich, Schweiz
Quick Apply

KIKO Milano ist ein italienisches Kosmetikunternehmen mit über 1000 Filialen u.Italien, Spanien, Frankreich, Portugal, UK, Indien, USA, Deutschland und der Schweiz.Wir bieten eine breite Palette an... Mehr anzeigen

Client Onboarding & KYC Specialist (temporary)

kessler.vogler gmbhZurich, CH

For our client, a well-established financial services company in Zurich, we are looking for a motivated and detail-oriented professional to join the team for a 12-month fixed-term assignment.In thi... Mehr anzeigen

Senior Projektleiter:in Neuausschreibung Client Hardware

Coopers Group AGZürich, Zurich, Switzerland
Quick Apply

Für unseren Kunden aus der öffentlichen Verwaltung in Bern suchen wir für die Neuausschreibung der Client Hardware eine:n Senior Projektleiter.Der Kunde beschafft die Client Hardware heute gestützt... Mehr anzeigen

Senior Private Banker

Randstad (Schweiz) AGZürich, Zürich

Randstad is your strategic partner for your next career move in Wealth Management and Financial Services.As a global leader in recruitment, we connect top-tier professionals with leading institutio... Mehr anzeigen

 • Gesponsert • Neu!

Manager - International Tax Advisory for Multinational Groups & SMEs (Zurich)

EYZurich, Switzerland

At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ... Mehr anzeigen

 • Gesponsert

Compliance Officer - Private Banking (m/f/d)

Larson MaddoxZurich, Switzerland

Act as a trusted advisor on compliance and regulatory matters across the business.Monitor compliance with applicable Swiss regulatory requirements and internal policies.Conduct compliance reviews, ... Mehr anzeigen

 • Gesponsert

Zürich Flughafen | Beauty Advisor 100%

Marionnaud Switzerland AGKloten, Zurich, Switzerland
Quick Apply

Mit rund 65 Parfümerien in der ganzen Schweiz sind wir die erste Anlaufstelle für unsere Kundinnen und Kunden in Sachen Beauty und Expertise.Wir sind stolz darauf, neben einem breiten Sortiment an ... Mehr anzeigen

Regional Banking Client Partner (Solutions & Delivery) - EMEA

SAP FioneerZürich, ZH, CH
Quick Apply

SAP Fioneer is building the next generation of banking platforms – at the intersection of financial‑services expertise and SAP technology.To further expand our business in the EMEA region, we are l... Mehr anzeigen

Senior System Engineer Client/Server (inhouse) a

Nordwand GroupZürich, CH

Wir suchen einen erfahrenen Client/Server System Engineer.In dieser spannenden Funktion können Sie Ihre mehrjährige Berufserfahrung bei einem Schweizer KMU erfolgreich einbringen und erhalten die M... Mehr anzeigen

 • Gesponsert

Client Executive

NetAppZürich, Zürich, Switzerland

If you believe your experience and skills align with this opportunity and you are interested in joining NetApp in the near future we encourage you to apply.We would be pleased to connect with you a... Mehr anzeigen

Software Sales Executive CRM (m/w/d)

yellowsharkWallisellen, ZH, Switzerland, CH

Die yellowshark AG steht für erstklassige Personalberatung und ein starkes Netzwerk in der gesamten deutschsprachigen Schweiz.Mit fundierter Expertise, persönlichem Engagement und einem hohen Quali... Mehr anzeigen

 • Gesponsert

Client Relationship Manager

Startup TalentsZürich, ZH, ch
Quick Apply

A privately owned leading Wealth Management solutions firm operating as a true fiduciary with a legacy spanning over 50 years in private banking, across continental Europe is opening a Client ... Mehr anzeigen

Tax Advisor Asset Management

coni+partner AGZürich, Zurich, Switzerland
Quick Apply

Zurich and subsidiaries in Düsseldorf and Shanghai.We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and pe... Mehr anzeigen

Senior Sales Advisor - Luxury Fashion

Luxury ExpertsZürich, ZH, ch
Quick Apply

We are currently seeking a multilingual Luxury Sales Advisor for our client’s boutique located in the heart of Zurich.In this role, you will act as a true ambassador of the brand, committed to deli... Mehr anzeigen

Store Style Advisor | Zurich Airport

EZ Service SrlSwitzerland, Zurich

STORE STYLE ADVISOR – ZEGNA ZURICH AIRPORT At Zegna the talents and passion of our people are the pillars of our success.Which is why we’re looking for a Style Advisor in ZURICH AIRPORT to supp... Mehr anzeigen

Senior Java/Kotlin Developer – Digital Client Onboarding

PROSTAFF Schweiz GmbHZürich, Zurich, Switzerland
Quick Apply

Für unseren Kunden im Finanzbereich suchen wir einen erfahrenen Senior Java/Kotlin Developer für den Aufbau einer neuen Plattform für digitales Kunden-Onboarding und digitale Produktabschlüsse.Du w... Mehr anzeigen

Client Onboarding & KYC Specialist (temporary)

kessler.vogler gmbhWinterthur, CH

For our client, a well-established financial services company in Zurich, we are looking for a motivated and detail-oriented professional to join the team for a 12-month fixed-term assignment.In thi... Mehr anzeigen

Client Account Manager, Multi Family Office - Zurich

Big-ExecutiveZürich, Switzerland
Quick Apply

Our client is a growing independent Multi Family Office in Zurich, supporting successful entrepreneurs, business owners and international private clients.This opportunity is ideal for an ambitious ... Mehr anzeigen

Häufig gestellte Fragen
Diese Stelle ist in deinem Land nicht verfügbar.
Senior Relationship - Business Development Officer

Senior Relationship - Business Development Officer

Peritus Investment ConsultancyZurich, Switzerland
Vor einem Tag
Stellenbeschreibung

Peritus is looking to expand its Relationship and Business Development team.

We currently oversee $2.7bn of family wealth and $12bn of risk management monitoring.

The candidate will primarily support our family office investment consulting clients.

Client Support

  1. Visit all clients regularly
  2. Communicate with pro-activity and sensitivity to needs
  3. Nurture and grow an intimate relationship with each client
  4. Become a trusted advisor and protector of the families
  5. Develop clients’ investment knowledge

Business Development

  1. Visit key centres monthly to develop relationships
  2. Pro-actively communicate with key relationships
  3. Develop key markets

Investment - Client Communication

  1. Design and send client investment proposals
  2. Present at client meetings and events
  3. Respond to investment related enquiries
  4. Produce tailored quarterly reports

Functional Work

  1. Maintain and enhance CRM Database
  2. Actively contribute to business planning and company strategy

Minimum Requirements

  1. Mother tongue command of written and spoken English
  2. Relevant Investment Qualifications
  3. Minimum five years business development and relationship manager experience

Personal Qualities

  1. Highly motivated
  2. Strong values of ethics and integrity
  3. Self starter
  4. Attention to detail
  5. Communication / Articulate
  6. Service driven attitude
  7. Team player

Compensation

  1. Remuneration will comprise of a fixed salary CHF 100,000 - CHF 150,000 in line with the candidates’ experience
  2. 25% revenue sharing on new business acquisition and retained clients
  3. Participation in the companies share scheme

Application Process

Candidates should provide the following:-

  1. Copies of all educational and professional qualifications
  2. References for each position held
  3. Examples of communication materials

Location Zurich, 8006, Switzerland

Please send your application to James Day, james.day@peritus.ch