Client advisor Jobs in Mörfelden-Walldorf
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Client advisor • morfelden walldorf
Zuletzt aktualisiert: vor 1 Tag
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career.We...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior) Client Service (mensch).Senior) Client Service (mensch).Vollzeit | Frankfurt am Main | Mit Berufserfahrung.Bei uns sind alle willkommen - unabhängig von Geschlecht, Nationalität, ethnischer...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Werden Sie Teil unserer Erfolgsgeschichte und kreieren Sie als Ambassador einzigartige Verkaufserlebnisse für unsere lokalen und internationalen Kund : innen.
Für unsere CHANEL Boutique in Frankfurt s...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
With support, the Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers.
You are responsible for retaining the existing contract revenue ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
In der Rolle des Client Service Associates (m / w / d) koordinieren Sie Kundenanfragen, indem Sie eng mit unseren internen Abteilungen zusammenarbeiten, um unseren Klienten den bestmöglichen Service zu...Mehr anzeigenZuletzt aktualisiert: vor 14 Tagen
Winthrop Technologies is a dedicated data centre delivery partner providing turnkey solutions to our clients, headquartered in Dublin and delivering throughout Europe.
Winthrop specialises in provid...Mehr anzeigenZuletzt aktualisiert: vor 1 Tag
Our client is a Global Leader in fund services, asset services and corporate governance that is looking to hire Legal officer to join their growing team in Frankfurt.
Be responsible for the manageme...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
The Student Financial Advisor is a member of the College’s Financial Aid Office and will report to the Assistant Financial Aid Director.
College and the Financial Aid Office by combining knowledge o...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
At New Look we all stand by our brand values; keep it simple, be brave, think customer, act with pace and take responsibility- That’s the New Look way!.
In 1969 New Look contributed to fast fashion ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
We are looking for a dynamic individual to join our regional EMEA (Europe, Middle East and Africa) New Business Team in leading and winning regional pitches, with a focus on clients headquartered i...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Advisor, Germany, Executive Director (all genders)
JPMorgan Chase & Co.Frankfurt a. Main, GermanyVollzeit
(Senior) Client Advisor (w / m / d)
Robert HalfFrankfurt am Main, DE Senior) Client Advisor (w / m / d).Für unseren Kunden, ein namenhaften unabhängigen Vermögensverwalter mit Sitz in Frankfurt, suchen wir zum nächstmöglichen Zeitpunkt einen.
Senior) Client Advisor (w / m / ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
(Senior) Client Service (mensch)
phdFrankfurt am Main, Hessen, DeutschlandQuick Apply
Technology Client Partner
Colt Technology ServicesFrankfurt, DE Colt provides network, voice and data centre services to thousands of businesses around the world, allowing them to focus on delivering their business goals instead of the underlying infrastructure...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Mitarbeiter Client Management (all genders)
Forvis Mazars GmbH & Co. KGFrankfurt am Main, Germany Wir sind Forvis Mazars und du findest uns in.Als integrierte Partnerschaft mit.Stärken für Unternehmen jeder Größe ein.Du bist für die Planung, Paketierung und Bereitstellung von Softwareprodukten...Mehr anzeigenZuletzt aktualisiert: vor 1 Tag
Fashion Advisor / Junior Fashion Advisor (m / w / d)
CHANELFrankfurt am MainVollzeit
Client Engagement Specialist
DOW JONESFrankfurtVollzeit
Client Tax Spezialist
MetzlerFrankfurt am Main Sie haben Ihren eigenen Kopf, möchten Ihre Ideen verwirklichen und sich beruflich und persönlich weiterentwickeln? Dann verstärken Sie unser Team im Bereich Operations / Custody.Als Bankhaus mit Ei...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Client Service Manager (m / w / d)
Generali Asset Management S.p.A.Frankfurt am Main, Germany Generali Investments ist einer der führenden europäischen Anbieter im Asset Management.Spezialisten in zahlreichen Ländern verfügen über mehr als 670 Mrd.
Durch engagierte Fachleute, spezifische Exp...Mehr anzeigenZuletzt aktualisiert: vor 3 Tagen
EHS Advisor
ASafe Global Total QEHS Management, Complete Solution DeliveryFrankfurt, Germany ASafe Global stands at the forefront as a distinguished provider, delivering innovative solutions in Quality, Environmental, Health, and Safety Management, coupled with expert Staffing & Recruitmen...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
- Gesponsert
Client Service Associate (m / w / d)
Fisher InvestmentsDARMSTADT, Hesse, Germany20,00 € stündlich
Head of Client Services
MRMFrankfurt, Germany MRM is seeking a Head of Client Services to lead our team in Germany.You’ll own and develop our relationship with several key clients whilst playing a pivotal role in identifying and converting opp...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Health and Safety Advisor
Winthrop TechnologiesFrankfurt, HE, DEQuick Apply
Legal Advisor, Frankfurt
CplFrankfurt am MainUnbefristet
Student Financial Advisor
Tallahassee Community CollegeMainVollzeit
Sales Advisor
New LookRugby RPUnbefristet
Global Client Lead
dentsuFrankfurtVollzeit
Client Engagement Specialist
Dow JonesFrankfurt, DEU With support, the Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers.
You are responsible for retaining the existing contract revenue ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Client Service Support (gn)
Page PersonnelFrankfurt am Main, Deutschland Für unseren Mandanten im Herzen Frankfurts suche ich einen Mitarbeiter Kundenservice (m / w / d) zum nächstmöglichen Zeitpunkt und freue mich über die Zusendung Ihrer Bewerbung an oder direkt über den ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Client Success Manager
VISAFrankfurt, GERMANY Job Description And Responsibilities.To provide regular, structured, proactive operational guidance for assigned clients, including ongoing client engagement, monthly operational reviews, participa...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Client Advisor, Germany, Executive Director (all genders)
JPMorgan Chase & Co.Frankfurt a. Main, GermanyVor 30+ Tagen
Anstellungsart
- Vollzeit
StellenbeschreibungSignificant 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 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
For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.
Job summary :
As a Client Advisor, Germany, Executive Director 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 :
Preferred qualifications, capabilities and skills :