Client Advisor

4 months ago


Boston, United States Richemont Full time

Founded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the International market when the brand was acquired by Richemont Group in 1997. Today, the Maison advances through cutting-edge research, sustainability, and empowering modern heroes with a team that passionately brings value to Panerai's distinctive mix of Italian spirit and Swiss watchmaking excellence. At Richemont Americas, we aspire to reflect the ever-changing world around us. We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolving, inclusive community where the diversity of our colleagues and clients is rich and celebrated. We believe when inclusion is fully embraced and empowered, creativity and knowledge emerge to deliver excellence, advancing the community that is uniquely Richemont Americas. Role Overview Reporting to Panerai Boutique Manager, the Client Advisor is responsible for achieving the personal sales target as well as contributing to the achievement of the boutique’s objectives, developing the client panel and establishing best in class customer’s experience by delivering high operational and service standards, while adhering to Panerai procedures and policies. Client Advisor acts as an ambassador of Panerai’s image in the boutique and during off-site events. Responsibilities (or Mission) SALES Consistently achieve/exceed monthly and yearly turnover and KPI’s targets set by Boutique Manager and management Support in achieving/exceeding Boutique overall target Actively participate to the briefings and contribute to the development of the Boutique performance Welcome and handle customers’ requests, lead and manage all steps of the sale following Panerai Selling Ceremony Identify high-potential sales lead, perform targeted and diligent follow up to generate product selling opportunities Identify and customer’s needs to suggest and promote products accordingly BRAND & PRODUCTS KNOWLEDGE Know the Maison’s products, their availabilities, the delivery status, the brand’s DNA and history and be able to share it with customers Develop a good understanding of competition and luxury industry through self-learning and trainings Actively participate to all brand’s training sessions BOUTIQUE OPERATIONS & MAINTENANCE As brand ambassador, always show an impeccable presentation, according to our guidelines Understand and comply with all policies and procedures established by the company (security, inventory, products delivery…) Manage the boutique’s daily business (boutique opening/closing, inventory, repairs process…) Participate in maintaining excellent boutique appearance in accordance with exterior and interior boutique environment guidelines (grooming, visual merchandising…) Assist with special projects when needed CRM Contribute to the development of Boutique database by consistently and accurately capturing prospects/customers data for follow up and relationship building, meet individual KPI’s targets Develop and manage the attributed client portfolio by cultivating new and existing relationships through exceptional service and other Panerai CRM initiatives Applies CRM relational strategy as per Headquarters’ guidelines Assist Boutique Manager in developing CRM action plans, and participate to boutique or off-site events CUSTOMERS SERVICE Provide excellent client experience by maintaining the highest degree of product knowledge, professionalism and courtesy during and after the sale Ensure seamless customers experience when handling SAV requests Ensure customers’ requests are followed up and solved in due time (call back…) Client Advisor can perform other duties as determined by Boutique Manager. Key Performance Indicators Transformation rate Average Price CRM KPI’s (data quality and volume…) Mystery Shopping Qualifications Minimum of 2 years in the luxury retail industry, in a sales function Strong sense of luxury service and aesthetics Fluent in English, additional language skills are a plus Result and action oriented Strong selling skills Team player with good interpersonal competences and empathy Curious and self-motivated, with excellent customer service mindset Strong attention to detail with ability to handle multiple tasks simultaneously Richemont offers a generous compensation and benefits package for eligible employees. Only candidates selected for further consideration will be contacted. We Offer – United States Employee wellbeing is a top priority at Richemont. We offer a comprehensive benefits program to support employees and their loved ones. Our core benefits include medical, dental, and vision programs. Health savings and flexible spending accounts are also available. The company offers income protection solutions including life insurance, disability benefits, and 401(k) with employer match. Understanding the importance of work-life balance, our total rewards include paid time off, a wellness reimbursement benefit, and access to the employee assistance program. Employees are encouraged to make a difference in their local communities with volunteer days off, supporting initiatives that drive change. At Richemont, We Craft the Future Expected Salary Range: $23 - $25 Salary will be determined based on relevant skills and experience. #J-18808-Ljbffr


  • Client Advisor-Copley

    3 months ago


    Boston, United States Tiffany & Co. Full time

    Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees...

  • Associate, Client

    1 month ago


    Boston, United States SCS Financial Full time

    Firm Description: Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices and institutional investors. We manage approximately $30 billion in assets across public, alternative, and private market opportunities globally. The firm's overall business strengths...

  • Trust Advisor

    4 weeks ago


    Boston, Massachusetts, United States Vaco Full time

    Vaco Boston has partnered with a highly regarded wealth management advisory firm seeking a Trust Advisor.Responsibilities:Administer trust and estate accounts and services in accordance with clients' instructions and applicable laws, regulations, and trust agreements.Provide exceptional customer service to clients, third parties, and internal...


  • Boston, Massachusetts, United States Citizens Full time

    Citizens Private Bank is seeking a highly skilled Wealth Management Advisor to join its team. As a key member of the bank's wealth management division, this individual will be responsible for delivering comprehensive financial solutions to ultra-high net worth (UHNW) clients.The ideal candidate will have a strong background in wealth management, with a focus...

  • Senior Wealth Advisor

    3 weeks ago


    Boston, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...

  • Senior Wealth Advisor

    2 weeks ago


    Boston, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...

  • Senior Wealth Advisor

    2 weeks ago


    boston, United States Judson Group Full time

    Judson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible to help attract and close prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...

  • Trust Advisor

    4 weeks ago


    boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor.Responsibilities:· Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements· Provide exceptional customer service to clients, third...

  • Trust Advisor

    4 weeks ago


    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor. Responsibilities: · Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements · Provide exceptional customer service to clients, third...

  • M&A Advisor

    3 weeks ago


    Boston, United States Selby Jennings Full time

    Job DescriptionJob DescriptionWe am currently partnered with a top tier Architecture, Engineering and Construction consulting firm looking to add an Advisor to their M&A team in Boston, MA. You will have the opportunity to work alongside some of the best clients in the space, gaining extensive M&A and sourcing experience while working directly with senior...


  • Boston, United States Bottega Veneta Full time

    Summary Bottega Veneta - inspiring individuality with innovative craftmanship since 1966. Creativity lies at the heart of all that we do. Born in Vicenza the house is rooted in Italian culture yet maintains a truly global outlook. An inclusive brand with exclusive products Bottega Veneta is as much of a feeling as it is an aesthetic. Job Description We are...

  • Trust Advisor

    5 days ago


    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor. Responsibilities: Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements. Provide exceptional customer service to clients, third parties,...

  • Trust Advisor

    2 months ago


    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    1 month ago


    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    5 months ago


    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    3 weeks ago


    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...


  • Boston, Massachusetts, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a Wealth Management Advisor, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.Key ResponsibilitiesMeet revenue...


  • BOSTON, United States Citizens Full time

    DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...


  • boston, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to generate leads yourself? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...


  • boston, United States Johnson Brunetti Retirement & Investment Specialists Full time

    Associate Financial AdvisorAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to generate leads yourself? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...