Client Advisor Assistant Job at Quintet Private Bank (Cambridge)

HNW Client Handler / Client Advisor

We are seeking an experienced Personal Lines insurance professional with a passi...

Location

United Kingdom , Richmond

Salary:

35000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A technically strong understanding of Personal Lines products
Experience of using the Acturis broking system (nice to have)
Cert CII qualified or prepared to commit to your Cert journey (nice to have)
Agile and intuitive thinking
an ability to make decisions quickly and confidently
Effective organisation, accuracy, and attention to detail
Solid workload management skills
Excellent level of written and verbal communication
Ability to demonstrate exceptional levels of integrity and discretion at all times
Passion, energy, and a strong customer service ethos

Job Responsibility

Provide a positive client experience through careful and tailored communication
Manage renewals with accuracy and certainty
Confidently deal with policy adjustments, renewal invitations, and placing policies
Assist with new business and identify cross-selling and upselling opportunities
Manage your own book of business, ensuring insurance needs are met

Fulltime

Client advisor

AMI is looking for new ambassadors for the holiday season in Serravalle starting...

Location

Italy , Serravalle Scrivia

Salary:

Not provided

AMI Paris

Expiration Date

Until further notice

Requirements

Two years of experience in high-end ready-to-wear sales
Familiar with sales techniques
Cheerful, dynamic, involved, and have excellent interpersonal skills
Enjoy working as part of a team and are results-oriented
Strong sense of customer service and enjoy meeting customer needs
Strong sense of fashion and a good understanding of the industry and its trends
Fluency in Italian and English is essential
Another language is a real asset

Job Responsibility

Welcomes customers according to AMI values: being friendly, smiling, and always in a good mood
Understands customer needs and proposes a relevant selection of products while encouraging cross selling
Assists customers during fittings and accommodating any alterations when needed
Embraces a customer loyalty culture, builds strong and long-term relationships with clients
Introduces new customers to the brand
Follows-up and manages stock (reception of goods, integration of receptions in the systems, facilitates rotating inventories, requests for restocking, requests for transfers, etc.)
Ensures that the store is well maintained: presentation of products, cleanliness, maintenance of the premises, etc.
Actively participates in the Visual Merchandising of the store, follows VM guidelines and proposes options during rotations

What we offer

Join a fast-growing and caring fashion house
Have a rewarding experience in a brand that promotes "Friendly Luxury"
Join a stimulating and passionate team
All our positions are open to the recruitment of people with disabilities

Keyholder Client Advisor

AMI is looking for a Keyholder to join our Melrose team! Reporting to the Store ...

Location

United States , Los Angeles

Salary:

Not provided

AMI Paris

Expiration Date

Until further notice

Requirements

At least 2+ years of experience in retail management
Experience in stock managing, operations, or retail preferred
Familiar with sales techniques
Smiling, dynamic, involved, and excellent interpersonal skills
Team player with a strong sense of team leadership to deliver results beyond expectations
Mastering customer service skills and demonstrating ability to foster a customer-service spirit
Strong interest and a good understanding of fashion, a strong familiarity with the luxury market and its trends
A second language would be appreciated

Job Responsibility

Drive sales and performance and continually create engaging client experience and long-term relationships with clients
Support team to achieve individual and store sales targets
See business opportunities and possible challenges to help initiate changes and improve the business
Engage with customers in offering a unique experience and assisting them in exploring the world of AMI
Welcome customers according to AMI values: being friendly, smiling, and always in a good mood
Understand customer needs and propose a relevant selection of products while encouraging cross selling
Assist customers during fittings and accommodate any alterations when needed
Drive the team to fully embrace a customer loyalty culture of building strong and long-term relationships with clients
Introduce new customers to the brand
Support team to achieve sales targets by keeping the stockrooms organized and stock level accurate, updating on all new arrivals and replenishment

What we offer

Join a fast-growing and caring fashion house
Have a rewarding experience in a brand that promotes "Friendly Luxury."
Join a stimulating and passionate team

Fulltime

Keyholder Client Advisor

AMI is looking for a Keyholder to join our Greene! Reporting to the Store Manage...

Location

United States , New York

Salary:

Not provided

AMI Paris

Expiration Date

Until further notice

Requirements

At least 2+ years of experience in retail management
Experience in stock managing, operations, or retail preferred
Familiar with sales techniques
Smiling, dynamic, involved, and excellent interpersonal skills
Team player with a strong sense of team leadership to deliver results beyond expectations
Mastering customer service skills and demonstrating ability to foster a customer-service spirit
Strong interest and a good understanding of fashion, a strong familiarity with the luxury market and its trends

Job Responsibility

DRIVING SALE: Keyholder will drive sales and performance and continually create engaging client experience and long-term relationships with clients
Supports team to achieve individual and store sales targets
Sees business opportunities and possible challenges to help initiate changes and improve the business
CUSTOMER RELATIONS: You will engage with customers in offering a unique experience and assisting them in exploring the world of AMI
Welcomes customers according to AMI values: being friendly, smiling, and always in a good mood
Understands customer needs and proposes a relevant selection of products while encouraging cross selling
Assists customers during fittings and accommodates any alterations when needed
Drives the team to fully embrace a customer loyalty culture of building strong and long-term relationships with clients
Introduces new customers to the brand
TEAM MANAGEMENT: Supports team to achieve sales targets by keeping the stockrooms organized and stock level accurate, updating on all new arrivals and replenishment

What we offer

Join a fast-growing and caring fashion house
Have a rewarding experience in a brand that promotes "Friendly Luxury"
Join a stimulating and passionate team

Fulltime

Client Advisor – Public Sector

We are looking to recruit a Client Advisor to join our clients growing successfu...

Location

United Kingdom , Swindon

Salary:

35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent
Larger commercial to corporate insurance cross class experience is desirable
Worked to targets within a regulated, measurable framework and achieved SLA’s
Risk aware in handling customer information. Able to recognise potential risk and seek advice when required
Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills
Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information
Highly accurate with a strong attention to detail, using initiative when assisting team members
Fully proficient in Acturis
Eligible to work in the UK

Job Responsibility

Create documents for new customers about their insurance requirements
Obtain renewal terms for customers and research suitable alternatives to produce presentations
Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered
Ensure all customer details are recorded accurately and entered onto system in a timely fashion
Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
Secure delivery of policy documentation from insurers and check prior to approval and release
Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required

Fulltime

Client Advisor – Public Sector

Our client is looking to recruit an experienced Client Advisor to join their gro...

Location

United Kingdom , Surrey

Salary:

42000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Holding or working towards one of the Chartered Insurance Institute Qualifications: Cert CII/Dip CII is desirable as is being educated to GCSE standard or equivalent
Risk aware in handling customer information
Able to recognise potential risk and seek advice when required
Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information
Highly accurate with a strong attention to detail, using initiative when assisting team members
Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills
Acturis knowledge advantageous
Eligible to work in the UK
Worked to targets within a regulated, measurable framework and achieved SLA’s

Job Responsibility

Providing account servicing support and ensuring effective servicing of client accounts
Create documents for new customers about their insurance requirements
Obtain renewal terms for customers and research suitable alternatives to produce presentations
Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered
Ensure all customer details are recorded accurately and entered onto system in a timely fashion
Manage insurer queries in relation to customer policies
Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
Secure delivery of policy documentation from insurers and check prior to approval and release
Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required

What we offer

Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more days
Defined contribution pension scheme, which Gallagher will also contribute to
Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
Income protection, we’ll cover up to 50% of your annual income, with options to top up
Health cash plan or Private medical insurance
Three fully paid volunteering days per year
Employee Stock Purchase plan, offering company shares at a discount
Share incentive plan, HMRC approved, tax effective, stock purchase plan
Critical illness cover
Discounted gym membership, with over 3,000 gyms nationally

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

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