Client Relationship Advisor
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Job Location:
Geneva - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
31-10-2025
Vacancies:
1 Vacancy
Job Summary
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.
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.
Requirements
- Several years of experience in client advisory account management or portfolio servicing (e.g. professional services financial services benefits administration or consulting).
- Strong communicator with excellent presentation and negotiation skills.
- Customer-centric approach with proven ability to build trust and long-term relationships.
- Organised detail-oriented and capable of managing competing priorities.
- Comfort leading meetings and delivering group presentations.
- Proactive solution-driven and able to work autonomously as well as part of a team.
- Fluency in French (C1) and professional level of English required; additional language skills are advantageous.
- Relevant tertiary qualification (Bachelors or equivalent) or equivalent experience.
Benefits
- Flexible working arrangements possible.
- Professional development and internal training opportunities.
- Supportive team culture with a focus on quality client service.
- Opportunity to work on varied client mandates and build impactful client relationships.
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Bringing a personalized approach to connecting exceptional talent with unique opportunities. Specializing in recruitment for diverse roles, leveraging extensive experience and innovative strategies to find the perfect match for any business needs. Collaboration builds a stronger, mor ... View more
