Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasize...
Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. We are currently seeking a Client Advisor who will report to the Store Man...
As a Senior Client Advisor, you will be an ambassador of the brand, ensuring that every client is treated according to the KHAITE standards. Demonstrate sales leadership and advanced clienteling skills, leveraging the different tools available to develop existing and recruit new clients and build lo...
As a Client Advisor with Venus et Fleur, we'll encourage you to take extra time to understand our customer's needs and provide an extraordinarily one of a kind, customer service experience. At Venus et Fleur we are committed to our team members, we want you to flourish! We are looking for an...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
As a Client Advisor with Venus et Fleur, we'll encourage you to take extra time to understand our customer's needs and provide an extraordinarily one of a kind, customer service experience. At Venus et Fleur we are committed to our team members, we want you to flourish! We are looking for an...
With full accountability for meeting KPI’s set through personalized client experience and cross selling of products, the Client Advisor will take full ownership of the exclusive relationships of the AMQ clientele. The Alexander McQueen Client Advisor will be a passionate brand ambassador and dedicat...
As the direct and trusted point of reference in store, the Client Advisor builds the Stone Island community establishing and nurturing long-lasting relationship with the Client. With passion and authenticity, welcomes and guides each Client across our values and heritage, gets to know the Client and...
Client Advisor | A|X Macy’s Herald Square | Part-Time. As a Client Advisor you will assist in the execution of. As a member of the team accountable for driving sales, you will act as a client advisor, share. Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Develop and maintain client database and manage clienteling activities on a day to day basis. Hosting clients and other stakeholders with the ability to provide personalized customer experience. Identify and/or create sales opportunities inside and outside boutique environment to activate network to...
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. Perform a variety of sales functions including client meetings, client follow-up, proposal. Our Sales teams help our clients build stronger portfolios, for ...
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...
Meet and exceed monthly sales goals and KPI’s thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. We are currently seeking a Client Advisor who will report to the Store Man...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR SOHO LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. In the absence of Store Management, th...
Morgan's breadth of business * Drive high meeting activity with aggregator firms * Share best practices and activities that can be leveraged amongst sales teams to advance key relationships * Remain knowledgeable on all relevant JPMAM investment and recordkeeping soluti...
Provides support to Client Support team members in one or more areas of expertise. Attends all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures. ...
Client Advisor | A|X Kings Plaza | Part-Time. As a Client Advisor you will assist in the execution of. As a member of the team accountable for driving sales, you will act as a client advisor, share. Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
The Virtual Client Advisor connects with clients through Virtual Appointments, Phone, Texting, Email, or any other preferred method of contacts for Ralph Lauren Store clients to purchase virtually. The Virtual Client Advisor must be skilled at developing and nurturing client relationships virtually,...
Our client is seeking a highly skilled and experienced Client Advisor to join their team, specializing in serving High Net Worth (HNW) clients. As a Client Advisor, you will be responsible for developing and maintaining strong relationships with HNW clientele while also providing them with tailored ...
Client Advisor Men’s | Armani / Madison | Full-Time. As a Client Advisor you will assist in the execution of. As a member of the team accountable for driving sales, you will act as a client advisor, share. Proficiency using technical resources for client outreach, such as, CRM, WeChat, etc. ...
This individual will serve as the lead analyst on Arena’s Client Service and Marketing team, overseeing Arena’s current analyst team in the production and accompanying analysis needed for creation and generation of recurring and bespoke marketing and client materials:. Address ad-hoc client, due dil...
Private Client Financial Advisor - Canal Street, Manhattan. ...