Financial Advisor Geneva
vor 1 Monat
Our client, a prominent financial services company, oversees more than $12 billion in assets for over 80,000 clients globally. As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross-border repatriation solutions, and expertise in British/EU and Swiss personal taxation.
All candidates must be eligible for registration with BX Swiss and thoroughly familiar with FinSA codes and Insurance Acts. The ideal applicant will hold the following minimum qualifications in international finance:
- Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS
- MCSI in wealth management from the Chartered Institute of Securities and Investments.
Additional Requirements:
- Proficiency in native or bilingual international business standard English is essential.
- Fluency in French, German, Italian, and Portuguese is advantageous.
- Proficiency in computer literacy and preferable social media marketing skills.
- A collaborative and motivational attitude is crucial for successful integration into established sales teams in Geneva, Zurich, and Basel.
They offer:
- A generous and high-earning pay structure across all products.
- Support in administration, compliance, and CRM.
- Comprehensive product training.
- Weekly pay-runs and a structured, defined career progression.
- Uncapped earning potential and world-class company performance incentives.
Please note: This position would typically suit both experienced and qualified IFA candidates ideally with residence and experience in Switzerland. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets-driven profession. Please only apply if you have the required financial services sales aspirations.
#J-18808-Ljbffr-
Financial Services Advisor
vor 1 Woche
Genf, Genf, Schweiz Desjardins VollzeitAt Desjardins, we're seeking a highly skilled Financial Services Advisor to join our team. This role is perfect for individuals who are passionate about providing exceptional client service and driving business results.About the Role:We're looking for someone with excellent communication skills, who can build strong relationships with clients and provide...
-
Senior Financial Advisor Greece
vor 1 Monat
Genf, Genf, Schweiz Freestar People AG VollzeitJob Title: Senior Financial Advisor GreeceAbout the Role:We are seeking a highly experienced Senior Financial Advisor to join our team at Freestar People AG. As a Senior Financial Advisor, you will be responsible for managing and developing a private client portfolio consisting of high net worth and ultra-high net worth individuals from Greece and...
-
Financial Services Advisor
vor 1 Monat
Genf, Genf, Schweiz Desjardins VollzeitJob Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring our clients are satisfied with our services.Key Responsibilities:Advise clients on...
-
Client Advisor
vor 2 Monaten
Genf, GE, Schweiz Valentino VollzeitClient Advisor - Geneva A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. Maison Valentino believes in a colleague-centric approach, where our contribution and behaviors as individuals are the secret of our success as a community. Each Valentino colleague...
-
Senior Financial Advisor
vor 1 Monat
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitFinancial Planner OpportunityClick and Connect Online Limited is seeking a skilled Financial Planner to join our team in Geneva, Switzerland.The ideal candidate will have a proven track record in an Advisory/Relationship Management role within the financial services sector, with a minimum qualification of a UK Level 4 Diploma or its international...
-
Sales Advisor Geneva
vor 2 Monaten
Genf, GE, Schweiz Boggi Milano VollzeitWe are looking for an energetic and ambitious **Sales Advisor,** wanting to join our store in **Geneva**. **Who are we**?** Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks to the revolutionary...
-
Financial Operations Specialist
Vor 3 Tagen
Genf, Genf, Schweiz Entreprise anonyme VollzeitJob DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team in Geneva. In this role, you will be responsible for reconciliations, investigations, and management of financial transactions.About the RoleReconciliation and validation of incoming and outgoing fundsManagement of pending cash transactionsReconciliation and...
-
Financial analyst | Geneva, CH
Vor 3 Tagen
Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur client is an international company, leader in the shipping industry, based in Geneva.Job DescriptionThe Financial analyst is expected to handle the following:- Analyze and increase the reliability of financial information of shipping lines- Review and update parameters on transportation vessels- Control and ensure appropriate revenues and...
-
Financial Accounting Expert
Vor 4 Tagen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitWe are seeking a highly skilled Financial Accountant to join our team in Geneva. As a key member of our finance department, you will be responsible for managing the accounting of complex entities, ensuring compliance with IFRS, Swiss GAAP, and internal policies.Key ResponsibilitiesManage accounting of complex entities, ensuring compliance with regulations...
-
Financial Expert
vor 2 Wochen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur client is a leading Federation based in Geneva, with operations worldwide. They are dedicated to defending worker's rights and promoting global understanding.Job OverviewThis position offers an exciting opportunity to join our client as a key member of their Accounting team. The successful candidate will be responsible for overseeing all...
-
Financial Services Specialist
vor 2 Wochen
Genf, Genf, Schweiz Entreprise anonyme VollzeitJob DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team in Geneva. As a key member of our finance department, you will be responsible for ensuring the smooth execution of financial transactions and maintaining accurate records.Key Responsibilities:Reconciliation and Management: You will be responsible for reconciling and...
-
Tax Expert Advisor
vor 1 Woche
Genf, Genf, Schweiz Michael Page VollzeitJob SummaryWe are seeking a highly skilled Tax Expert Advisor to join our team at Michael Page. This role is ideal for individuals with expertise in FATCA, CRS, and QI rules, as well as experience in the financial services industry.About the RoleThe Tax Expert Advisor will provide high-quality advice and support on FATCA, CRS, and QI rules, acting as a first...
-
Investment Advisor
vor 3 Wochen
Genf, Schweiz AMP Partners VollzeitJob Description:Presenting investment strategy to commercial teams, clients and prospectsDesigning pitch notes, talking points and market commentary across all productsAdvising clients on their investment portfolio allocation, setting investment strategy, conducting account reviews and pitching additional investment opportunitiesGenerating new investment...
-
Financial Accountant | Geneva, CH
Vor 2 Tagen
Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur client is a leading international company with a complex organizational structure, overseeing financial activities for hundreds of global entities. The firm is known for its dynamic, fast-paced environment and a strong emphasis on innovation, accuracy, and cross-functional collaboration. The team in Geneva operates with a flat hierarchy,...
-
Genf, Schweiz Goldman Sachs Bank AG VollzeitOpportunity OverviewCORPORATE TITLE: Vice PresidentOFFICE LOCATION(S): GenevaJOB FUNCTION: Non Self Sustaining AdvisorDIVISION: Asset & Wealth ManagementFollowing our reopening of the Geneva office in 2019 and subsequent rapid growth, we are looking to hire motivated Private Wealth Advisers to complement our very successful team of Advisors focused on the...
-
Client Advisor
vor 2 Monaten
Genf, GE, Schweiz Maison Valentino Vollzeit**Location**: Genève, CH ID: 8214 A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. Maison Valentino believes in a colleague-centric approach, where our contribution and behaviors as individuals are the secret of our success as a community. Each...
-
Precious Metal Investment advisor
vor 1 Monat
Genf, Schweiz Degussa Goldhandel SA VollzeitTitle: Precious Metal Investments Advisor Our Geneva branch is seeking someone with experience with HNWI and sensitive information. The role’s main responsibilities include assisting retail and professional clients such as family offices, wealth managers, lawyers, and fiduciaries, with their precious metal investments. The position also requires helping...
-
Strategic Finance Advisor
vor 2 Wochen
Genf, Genf, Schweiz Aequor Consulting GmbH VollzeitOpportunity for a Strategic Finance AdvisorAquor Consulting GmbH, a leading audit and advisory firm in Switzerland, is seeking a highly skilled Strategic Finance Advisor to join their team. As a key member of the finance strategy and transformation team, you will be responsible for providing strategic and operational advice to clients.This exciting role...
-
Financial Planner
vor 1 Monat
Genf, Schweiz Skybound Wealth Management VollzeitAs a leading organisation in our sector with offices based across the globe, Skybound Wealth Management have developed a unique advice proposition which has led to a significant increase in client demand. We have been established in Geneva for nearly 15 years and look after thousands of clients across Switzerland.As a Financial Planner in Geneva, you will...
-
Financial Accountant
vor 1 Monat
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur client is a leading organization in Geneva, seeking a skilled Accounts Payable Specialist to join their team.Job DescriptionThe successful candidate will be responsible for managing account payables, including invoice checking, approval follow-up, and financial codification. They will also manage travel and expenses, support staff...