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Client advisor • hamburg

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International Private Bank, Client Advisor, Vice President, Hamburg, Germany (all genders)

JPMorgan Chase & Co.Hamburg, Germany

As a Client Advisor - Vice President, in Hamburg Germany, within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, bankin...Mehr anzeigen

Teamleiter Client Support (all genders)

DATAGROUP Hamburg GmbHHamburg, Hamburg, Deutschland
Quick Apply

Teamleiter Client Support (all genders).Teamleiter Client Support (all genders).DATAGROUP ist einer der führenden deutschen IT-Dienstleister – dank unseres engagierten Teams.Unsere Leidenschaft für...Mehr anzeigen

German Travel Experience Advisor - Sofia

Cross Border TalentsHamburg, Germany
Quick Apply

German Travel Experience Advisor.You don't just book tickets you shape experiences.This is more than customer support.It's about being the calm voice on the line when a trip needs rescuing, or the ...Mehr anzeigen

Junior / mid Level Client Solution Manager

Channel FactoryHamburg, HH, DE
Quick Apply

Team Structure: Part of the Client Solutions team, supporting CSMs in campaign strategies, execution, analyses and client success.Channel Factory provides intelligent marketing solutions for the ne...Mehr anzeigen

Campaign Manager / Client Partner (all genders)

klaro media GmbHHamburg, Hamburg, Deutschland
Quick Apply

Campaign Manager / Client Partner (all genders) bei klaro media GmbH | softgarden.Campaign Manager / Client Partner (all genders).Wir sind MAI Marketing Automation Intelligence – eine Agenturgruppe...Mehr anzeigen

Senior Client Director

NTTHanburg, Hamburg, Germany

Join a company that is pushing the boundaries of what is possible.We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society.Our wo...Mehr anzeigen

Client Consultant (m/w/d)

Sherpa-DesignRemote, Hamburg, DE
Homeoffice

Du hast Freude daran, komplexe Projekte zu steuern, klar zu kommunizieren und auch in sensiblen Situationen den Überblick zu behalten? Du bewegst dich sicher zwischen unterschiedlichen Stakeholdern...Mehr anzeigen

Senior Client Relations (f/m/d)

justtrackHamburg, Germany
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You will take full ownership of the end-to-end journey for our most valued partners, navigating complex technical and business landscapes from UA Managers to Lead Developers.Combining deep SaaS bus...Mehr anzeigen

Werkstudent Client Growth Manager (all genders)

weCreate Germany GmbHHamburg, DE

BITTE KEINE BEWERBUNGEN ÜBER STEPSTONE SENDEN, SONDERN .WeCreate ist eine führende Social-First Agentur.Wir beraten und begleiten Marken dort, wo kulturelle Relevanz heute entsteht: auf Social Medi...Mehr anzeigen

Client Advisor (m/w/d)

BuchererHamburg, DE

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 anzeigen

Client Manager (m/w/d)

DE006 Mercer Deutschland GmbhBrandstwiete,Hamburg

We, Mercer Germany, are looking for you to support our team at one of our German locations as:.In this strategically important position, you will be responsible for the successful development and e...Mehr anzeigen

Programme Advisor (m/w/d)

CPE Europe GmbHHamburg, Germany
Quick Apply

UMCH – Universitätsmedizin Neumarkt a.Medizincampus in Deutschland, an dem internationale Studierende.Unsere Mission ist es, exzellente medizinische Ausbildung in einem internationalen und unterstü...Mehr anzeigen

POMELLATO Client Advisor - Hamburg

PomellatoHAMBURG

Hamburg and report directly to the Boutique Manager.The candidate will manage client relations and identify customer needs, in order to ensure that each customer receives an excellent and professio...Mehr anzeigen

Client Advisor Hamburg (m/w/d)

Dolce & GabbanaHamburg, DE

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 anzeigen

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Client Support Engineer

InnoGames GmbHHamburg, de

Maintaining our laptop fleet and troubleshooting issues will be your daily business.You will be part of our Office Services Team, that provides everything our employees need, from paper clips to la...Mehr anzeigen

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Senior Manager* - Client Relationship Management / Key Client Executive* - Konzernkunden

DE001 Marsh GmbHBrandstwiete,Hamburg

Wir, Marsh Deutschland, suchen Dich als Unterstützung an unserem Standort in.Senior Manager* - Client Relationship Management / Key Client Executive* - Konzernkunden.Als bundesweite Kundenbetreuung...Mehr anzeigen

Client Advisor CPO (m/w/d)

BuchererHamburg, DE

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 anzeigen

Beauty Advisor - Hamburg, Germany

Anastasia Beverly HillsHamburg, Hamburg, DE
Quick Apply

The role of a beauty advisor is to have a passion for people and service, with experience in retail, artistry, and education.The candidate must be a strong seller, with the ability to pull, consult...Mehr anzeigen

Lead Specialist (gn) Client Management

workidentity GmbHHamburg, Hamburg, DE

Mein Kunde ist ein international tätiges Industrieunternehmen mit starker globaler Präsenz.Die IT-Infrastruktur unterstützt dabei konzernweit mehrere zehntausend Endgeräte und ist aktuell im Wandel...Mehr anzeigen

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International Private Bank, Client Advisor, Vice President, Hamburg, Germany (all genders)

International Private Bank, Client Advisor, Vice President, Hamburg, Germany (all genders)

JPMorgan Chase & Co.Hamburg, Germany
Vor 30+ Tagen
Stellenbeschreibung

As a Client Advisor - Vice President, in Hamburg Germany, within the International Private Bank, 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, both from existing client base and new client acquisition
  • 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:

  • Significant experience in Private Banking working with high net worth individuals or related fields within financial services
  • 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

Preferred qualifications, capabilities and skills:

  • Asset allocation / multi asset class portfolio or sales experience is favorable
  • Chartered Financial Analyst (CFA) is a plus
  • Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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