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 (Bachelor’s 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.