Client advisor Jobs in Wallisellen
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Client advisor • wallisellen
Zuletzt aktualisiert: vor 7 Tagen
Schweizer Kosmetikprodukte mit CBD.Teil eines jungen, dynamischen und erfolgreichen Teams zu sein.Flexible Beauty Advisors für verschiedene Standorte in der D-Schweiz.
Deine Leidenschaft – Dein Job : ...Mehr anzeigenZuletzt aktualisiert: vor 23 Tagen%20AG)
Für unsere Kundin, eine Boutique im Herzen Zürichs suchen wir eine flexible Verkaufspersönlichkeit mit viel Herz und Drive, für die Position als.
Client Advisor im Schmuck Bereich 60 - 100%.Du bist ...Mehr anzeigenZuletzt aktualisiert: vor 23 Tagen
Are you looking for a role where you can thrive, be valued, and truly make an impact? At Ginetta, we believe that a great team is the key to meaningful work.
We are seeking a dynamic and experienced...Mehr anzeigenZuletzt aktualisiert: vor 23 Tagen
International Private Bank, Client Advisor, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, Switzerland This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business.We are actively looking for exceptionally talented individuals who are collaborative, ...Mehr anzeigenZuletzt aktualisiert: vor 10 Tagen
Sachbearbeiter / in Treuhand Mit Schwerpunkt Payroll / Client Advisor Accounting &
Caminada Treuhand AG ZürichZürich, CH Sie betreuen zusammen mit Ihren Vorgesetzten vielfältige und spannende Lohnmandate aus verschiedenen Branchen und erhalten so einen spannenden Einblick in die abwechslungsreiche Welt des Treuhänder...Mehr anzeigenZuletzt aktualisiert: vor 18 Tagen
Beauty Advisor
Swiss CannaMed SAZürich, Zurich, SwitzerlandQuick Apply
Client Service Manager
Canon (Schweiz) AGWallisellen oder Bern, CH Aufgabenprofil und Zusammenfassung der Stelle.Client Service Manager : in innerhalb des Service & Support für die Standorte .
In dieser zentralen Funktion übernimmst du eine wichtige Drehscheibenfunkt...Mehr anzeigenZuletzt aktualisiert: vor 7 Tagen
Corporate Client Advisor
Michael PageZürich (Kreis 1) City, CH Provide needs-based, solution-oriented advisory services to corporate clients across various industries.Onboard new corporate clients, focusing on business development and client acquisition.Active...Mehr anzeigenZuletzt aktualisiert: vor 23 Tagen
Corporate Client Advisor
Michael Page SuisseZürich, Kanton Zürich, CH The client is a reputable, growth-oriented financial institution that specializes in building long-term, trust-based relationships with corporate clients from diverse industries.They prioritize a c...Mehr anzeigenZuletzt aktualisiert: vor 22 Tagen
Client Advisor im Schmuck Bereich 60 - 100%
VIVA HR ConsultingZürich, Zurich, SwitzerlandQuick Apply
Fashion Advisor
CHANELZurich Sie haben ein Gespür für Fashion und Ästhetik, arbeiten gerne mit Menschen zusammen und sind service- sowie erfolgsorientiert? Dann freuen wir uns sehr auf Ihre Bewerbung für unsere.CHANEL Shoe Bou...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Director, Client Advisor, Switzerland
Deutsche BankZürich Prime Tower We are looking for a highly accomplished investment advisor to provide well-rounded counsel to clients on their investment portfolios and other market activity.
The primary objective for the senior ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor (m / w) - Zurich-Kloten
RETAIL ExpertsKloten, Switzerland For one of the leading Watch brands worldwide, we are currently recruiting a new (Senior) Sales professional (m / w) for their beautiful store in the Zurich-Kloten area.
This is an opportunity to grow...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Advisor Individualkunden
kessler.vogler gmbhZurich, CH Für unseren Kunden, einer sympathischen, soliden Bank, suchen wir einen Advisor Individualkunden, der ein spannendes Kundenbuch übernimmt, und die Kundschaft umfassend und individuell berät.Betreuu...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Engineer Macos •
Ringier AGZürich-Seefeld, CH Du bist massgeblich an der Pflege und dem Ausbau unserer macOS-Plattform beteiligt und prägst diese als Gesamtprodukt.Du testest und verteilst OS- und Applikations-Patches, die unsere Systeme siche...Mehr anzeigenZuletzt aktualisiert: vor 7 Tagen
Client Advisor Zurich
Dolce & GabbanaZurich, CH We are currently looking for a .As a Client Advisor, you will be the Brand ambassador and you will make sure to provide an excellent service to every customer.
Promote and sell products by identifyi...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor (m / w / d) 100 %
BuchererZürich, CH Bucherer ist europaweit die führende Marke im Handel von hochwertigen Uhren und Schmuck.Permanente Inspiration unserer Kundschaft, perfekte Gastfreundschaft und gelebte Leidenschaft stehen dabei im...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Cloud Advisor
SwisscomZürich, Switzerland Du bist Teil unseres Cloud Advisory Teams, das den Kern unserer Public Cloud Architekturkompetenz bildet.Unsere Lösungen haben den gesamten Stack im Blick : von Infrastruktur bis zur Business Applik...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor
Gi Group SAZurigo, Switzerland For our important client, Top Luxury Fashion Company, we are looking for : .This is a full-time on-site role in Zurich.As Client Advisor, you will represent the Company with clients in our Boutique / S...Mehr anzeigenZuletzt aktualisiert: vor 23 Tagen
Client Advisor - Luxury Brand
Luxe Talent InternationalZürich, Switzerland Luxe Talent, International Recruitment and Training Consultancy specialized in Fashion, Luxury, Retail, and FMCG, is currently recruiting on behalf of one of its clients, an.We are seeking a highly...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Client Partner
GinettaZürich, ZH, CHQuick Apply
Client Engineer
ONE AgencyZürich Unser Kunde ist ein innovatives Beratungsunternehmen welches mit Projekt-Dienstleistungen, Outsourcing und Cloud Services – als Ihr One-Stop-Shop einer der führendes Häuser der Schweiz ist.Sie sind...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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International Private Bank, Client Advisor, Swiss Market
JPMorgan Chase & Co.Zurich, ZH, SwitzerlandVor 10 Tagen
StellenbeschreibungSignificant experience in Private Banking working with high net worth individuals across Zurich and surrounding regions, whether that be family owned businesses and entrepreneurs, executives, single family offices or endowments. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to : asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities Strong reputation with an established network Fluent English and German speaker Asset allocation / multi asset class portfolio or sales experience is favourable Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship Fluent French and / or Italian speaker
This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
As a Client Advisor working for . Morgan in Zurich, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
Job Responsibilities
- Generate business results and acquire new assets
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measure
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills