Client Relationship Advisor

We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory portfolio follow-up and relationship management. 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.

This position suits a collaborative customer-oriented advisor who is organised comfortable running client meetings and presentations and experienced in managing client portfolios or accounts.

Location : Geneva Switzerland (Hybrid)

Key Responsibilities :

• Manage and develop a portfolio of corporate and individual clients ensuring ongoing satisfaction and retention.
• Act as the primary point of contact for client enquiries coordinating internally to deliver timely and accurate responses.
• Prepare and present client proposals advice notes and solution summaries.
• Lead informational sessions and workshops for client groups and stakeholders.
• Ensure accurate record-keeping and follow-up on client actions and commitments.
• Monitor client accounts and performance indicators escalating risks or opportunities to management.
• Support commercial outreach and prospecting activities to expand the client base.
• Collaborate with colleagues across technical service and operations teams to ensure a seamless client experience.

Qualifications and Skills :

What we offer

Our Core values at TheHRchapter

Transparency : We believe in transparent and smooth recruitment processes. You will get feedback from us.

Candidate experience : Perfect blend between automated and humanized recruitment processes. Dont hesitate to ask us for feedback anytime.

Talented pool : We bring highly-skilled motivated candidates to our clients. Our candidates match their company values and management style.

Diversity and inclusion : There is no place for discrimination and intolerance. We care about diversity awareness and respect for any differences.

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full Time

Experience : years

Vacancy : 1