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Client advisor • wallisellen

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Pension Advisor

Aston CarterZürich, Zürich, Switzerland

Our client is a Swiss-based insurance provideroffering both basic and supplementary health insurance, but it also provides coverage for vehicles, household contents, private and small businesses.Ac... Mehr anzeigen

e-Channels Service Centre 1st Level Front & Client Advisor 100% (f/m/d)

CH10 - BJB Bank Julius Baer & Co. Ltd.Zurich

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.Let’s shape the fu... Mehr anzeigen

Client Service Representative - BTA

Banking Talent AcademyDübendorf, Zurich, Switzerland

Werden Sie Teil unseres Customer Care Teams in Stettbach und unterstützen Sie uns dabei, den Finanzsektor mithilfe modernster Technologien zu revolutionieren.Sie begleiten unsere Kunden auf ihrer d... Mehr anzeigen

Junior Analyst Client Risk Processes

coni+partner AGZürich, Zurich, Switzerland
Quick Apply

Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai.Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betracht... 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

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

Client Advisor - Luxury Eyewear - Visilab Flagshipstore Zürich Bahnhofstrasse

VisilabGroup SAZürich, ZH, Switzerland

Client Advisor - Luxury Eyewear --- Visilab Flagshipstore Zürich Bahnhofstrasse.Du bist ein Verkaufstalent mit Leidenschaft für hochwertige Eyewear und exzellenten Kundenservice? Dann suchen wir ge... Mehr anzeigen

Beauty Advisor - Dyson

ActionLinkPart Time

Bring the WOW Factor! Step Into a Glam Role as a Dyson Beauty Advisor! a { text-decoration: none; color: rgb(70,79,235); } tr th, tr td { border: 1.Ignite your passion for beauty and let your perso... Mehr anzeigen

Senior System Engineer Client/Server (inhouse)

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

Client Unit Director

Homberger PersonalberatungZÜRICH, Switzerland

Für unseren Kunden suchen wir eine/n.Client Unit Director / Mitglied GL.Gesamtverantwortung (Beratung, Planung, Budget) für den grössten Agenturkunden.Umfassende und unternehmerische Führung eines ... 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) Consultant Client Lifecycle & Self-Service

Pragmatica AGZürich, ch

Werde Teil unseres Expert Network: Gestalte die Zukunft des Client Lifecycle im Banking.Diese Ausschreibung entspricht nicht einer konkreten Position bei uns, sondern richtet sich an erfahrene Expe... Mehr anzeigen

Client Manager:in / MPA

alestetics® GmbHZürich, Zurich, Switzerland
Quick Apply

Und einer der Gründe, warum unsere Kundinnen wiederkommen.Klinik im Herzen von Zürich — und gerade auf dem Weg, sich zur medizinischen Klinik weiterzuentwickeln.Inspiriert haben uns die koreanische... Mehr anzeigen

Senior Client Relationship Manager

ACT Asset Management AGZürich, CH

Are you fed up with constant changes in structures, management and strategy at your present employer?.Then you may like to join our team where you can work free and independent without involvement ... Mehr anzeigen

Specialist Client Onboarding & Account Migration (Temporary)

kessler.vogler gmbhWinterthur, CH

For our client, a leading international investment bank, we are currently seeking a Client Onboarding & Account Migration Specialist to support a high-profile strategic migration project within its... Mehr anzeigen

Client Development Manager

Ticketmaster Schweiz AGCH Zurich, Zurichstrasse 125

As a Senior Client Development Manager, you will drive strategic new business growth for Ticketmaster Switzerland by identifying, developing, and closing high-value partnerships across sports, ente... Mehr anzeigen

Client Identification Specialist (temporary)

kessler.vogler gmbhZurich, CH

Our client’s Operations division plays a central role in powering the firm’s global banking, trading, and asset management activities, ensuring that every transaction is supported by robust process... Mehr anzeigen

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Pension Advisor

Pension Advisor

Aston CarterZürich, Zürich, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

JOB DESCRIPTION

Our client is a Swiss-based insurance provideroffering both basic and supplementary health insurance, but it also provides coverage for vehicles, household contents, private and small businesses.

Description

  • Acquire new customers through a hybrid approach: telephone, virtual consultations, and in-person meetings when needed, especially in the Zurich region.
  • Proactively manage and convert leads provided, while also generating your own through networking and referrals.
  • Represent the company's values—“appreciative,” “entrepreneurial,” and “enthusiastic”—in every customer interaction to ensure a consistent and positive brand experience.
  • Use CRM tools to track customer interactions, follow-ups, and sales progress, ensuring transparency and continuity.
  • Collaborate with internal teams (, marketing, underwriting, and product specialists) to tailor solutions and campaigns to customer needs.
  • Participate in regional sales initiatives and contribute to the continuous improvement of sales strategies and customer engagement models.

What sets you apart:

  • You bring several years of hands-on consulting experience in the Swiss insurance market, ideally with a focus on health and pension products.
  • You hold a recognised qualification such as VBV or IAF and are committed to continuous professional development.
  • You are confident in both warm lead conversion and outbound prospecting, with a proven ability to adapt your approach to different customer types.
  • You are fluent in German and ideally have working knowledge of French, Italian, or English to serve a diverse client base.
  • You are tech-savvy and comfortable using digital tools and CRM systems to manage your pipeline and customer relationships.
  • You are self-motivated, structured, and thrive in a performance-driven environment where customer satisfaction and results go hand in hand.

Job Title: Pension Advisor

Location: Zürich, Switzerland

Job Type: Permanent

Aston Carter, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. Aston Carter is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA.