Financial Advisor

Vor 3 Tagen

Zürich, Schweiz deVere Group Vollzeit

Direct message the job poster from deVere Group

Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory

deVere Group is the worlds leading independent financial advisory, with more than $12bn under advice from over 80,000 clients across the world.

Due to a huge global expansion, we have open opportunities for a Specialist with 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions and essentially British / EU and Swiss personal taxation.

All candidates will need to be eligible for the BX Swiss Register and therefore be fully up to speed on all aspects of the FinSA codes and the Insurance Acts. The correct applicant will have the following minimum International finance qualifications:

  • Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS
  • MCSI in wealth management from the Chartered Institute of Securities and Investments

Native or bi-lingual to international business standard English is essential. Fluency in French, German, Italian and Portuguese will be advantageous. Full computer literacy required together with social media marketing skills preferable. Collaborative and motivational attitude is highly important for a successful integration into our established sales teams in Geneva, Zurich and Basel.

Benefits:
  • Generous and high-earning pay structure on all products
  • Administration
  • Compliance
  • CRM
  • Full product training
  • A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives.

Please send CV in the first instance to Stuart Ockenden, deVere Switzerland SA and EU Head of Recruitment at stuart.ockenden@devere-group.com.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Sales, and Customer Service

Industries

Financial Services and Banking

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