Aktuelle Jobs im Zusammenhang mit Financial Consultant – EU - Zug - Prestige IFA Jobs
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Financial Consultant – EU
vor 4 Wochen
Zug, Schweiz Prestige IFA Jobs VollzeitOur Client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth...
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Executive Director, Finance
vor 4 Wochen
Zug, Schweiz Insmed EU Careers VollzeitCompany Description: Insmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who are...
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Senior Financial Reporting Manager
vor 1 Monat
Zug, Zug, Schweiz Partners Group VollzeitAbout the RoleWe are seeking an experienced Senior Financial Reporting Manager to lead our Expense Transparency team. The successful candidate will be responsible for managing the team's day-to-day activities, implementing system and process enhancements, and servicing client requests.Key ResponsibilitiesLead the Expense Transparency Reporting team,...
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Consultant - Snr Director Regulatory Affairs Eu/uk
vor 5 Monaten
Zug, Schweiz BioTalent Vollzeit**Snr Director Regulatory - Contract**: In collaboration with a well funded fast paced BioTech, BioTalent are looking to connect a seasoned Regulatory Industry professional to fulfil EU and UK requirements in alignment with the Global Team. This role will offer you - 3-6 month rolling contract - Ability to work part time - Hourly pay rate - Remote...
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SAP CAR Consultant
vor 6 Monaten
Zug, Schweiz retailsolutions group VollzeitSAP CAR Consultant We are looking for an experienced SAP CAR Consultant to deliver on our retail projects in the UK, Europe and Nordics The successful candidate will take on the role of SAP CAR Specialist within retailsolutions UK & Nordics Applicants must have the right to work within the UK as well as the EU however, they can be based in any...
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Financial and Insurance advisor
vor 4 Wochen
Zug, Schweiz Prestige IFA Jobs VollzeitDo you combine your “power” with initiative and sales talent? If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client. Swiss Prime International AG is a privately held insurance brokerage and financial advisory firm that offers its clients a wide range of financial products and services,...
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Senior Financial Reporting Manager
vor 2 Wochen
Zug, Zug, Schweiz Partners Group VollzeitAbout the RoleWe are seeking an experienced professional to lead our Expense Transparency team at Partners Group. The team is responsible for client and regulatory reporting related to fees and expenses of our products and investment structures, and also provides input for fundraising efforts.Key ResponsibilitiesLead and manage the Expense Transparency...
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Financial Operations Manager
vor 6 Monaten
Zug, Schweiz Peridot Group Vollzeit**Global Supply Chain Finance Ltd.** is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with 30 years of experience in structuring, implementing, and servicing receivables and payables-based programs. GSCF offers innovative SCF solutions to leading banks, non-bank investors, large suppliers, and their buyers...
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Financial Operations Manager
vor 5 Monaten
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd. (GSCF) is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with 30 years of experience in structuring, implementing, and servicing receivables and payables-based programs. GSCF offers innovative SCF solutions to leading banks, non-bank investors, large suppliers, and their buyers...
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Project Manager
vor 3 Monaten
Zug, Schweiz Genioo Vollzeit**Project Manager, Client Services EU** **Location: Zug** **(Hybrid)** **YOUR ROLE**: As a Project Manager, you will have a unique opportunity to develop clients, manage and execute projects with a high performing team of experienced business professionals and entrepreneurs. You will play a key role in shaping the future of the company and have an impact on...
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Financial Analyst
vor 1 Monat
Zug, Schweiz Partners Group VollzeitWhat it's aboutThe Partners Group Financial Analyst Program is a unique opportunity for recent university graduates with strong credentials looking to start an exciting and challenging career as an investment professional with a world-leading private markets investment firm.The program will allow Financial Analysts to experience year-long rotations among a...
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Financial consultant
vor 6 Monaten
Zug, Schweiz i.l. Team AG VollzeitSTARTE BEI UNS DURCH! Als verkaufsorientierte/r Kundenberater/in bieten wir dir die Chance in einem dynamischen Team etwas zu bewegen. Dabei profitierst du von unserem attraktiven Versicherungsangebot, unserer erstklassigen Marke und innovativen Tools. Wir bieten dir eine professionelle Einführung, eine attraktive Entlöhnung mit gutem Fixum und die...
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Financial consultant
vor 4 Monaten
Zug, Schweiz i.l. Team AG VollzeitSTARTE BEI UNS DURCH!Als verkaufsorientierte/r Kundenberater/in bieten wir dir die Chance in einem dynamischen Team etwas zu bewegen. Dabei profitierst du von unserem attraktiven Versicherungsangebot, unserer erstklassigen Marke und innovativen Tools. Wir bieten dir eine professionelle Einführung, eine attraktive Entlöhnung mit gutem Fixum und die...
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Financial consultant
vor 6 Monaten
Zug, Schweiz i.l. Team AG VollzeitSTARTE BEI UNS DURCH! Als verkaufsorientierte/r Kundenberater/in bieten wir dir die Chance in einem dynamischen Team etwas zu bewegen. Dabei profitierst du von unserem attraktiven Versicherungsangebot, unserer erstklassigen Marke und innovativen Tools. Wir bieten dir eine professionelle Einführung, eine attraktive Entlöhnung mit gutem Fixum und die...
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Financial Operations Specialist
vor 2 Monaten
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd (GSCF), an affiliate of the Blackstone portfolio company, is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with over 30 years of experience in structuring, implementing, and servicing receivables and payables based programs. GSCF offers innovative SCF solutions to leading banks,...
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Financial Operations Specialist
vor 2 Monaten
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd (GSCF), an affiliate of the Blackstone portfolio company, is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with over 30 years of experience in structuring, implementing, and servicing receivables and payables based programs. GSCF offers innovative SCF solutions to leading banks,...
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Financial Operations Specialist
vor 4 Wochen
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd (GSCF), an affiliate of the Blackstone portfolio company, is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with over 30 years of experience in structuring, implementing, and servicing receivables and payables based programs. GSCF offers innovative SCF solutions to leading banks,...
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Financial Operations Specialist
vor 2 Monaten
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd (GSCF), an affiliate of the Blackstone portfolio company, is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with over 30 years of experience in structuring, implementing, and servicing receivables and payables based programs. GSCF offers innovative SCF solutions to leading banks,...
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Financial Operations Specialist
vor 4 Wochen
Zug, Schweiz Global Supply Chain Finance Ltd. VollzeitGlobal Supply Chain Finance Ltd (GSCF), an affiliate of the Blackstone portfolio company, is the world’s leading financial servicing provider in the Supply Chain Finance (SCF) sector with over 30 years of experience in structuring, implementing, and servicing receivables and payables based programs. GSCF offers innovative SCF solutions to leading banks,...
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SAP FI/CO Consultant
vor 4 Wochen
Zug, Zug, Schweiz Innflow AG VollzeitDeine HerausforderungWir suchen einen erfahrenen SAP FI/CO Consultant, der unsere Kunden bei der Optimierung ihrer Finanzprozesse und IT-Systeme unterstützt. Du wirst Teil unseres Teams und arbeitest eng mit unseren Kunden zusammen, um innovative Lösungen zu entwickeln und umzusetzen.Deine AufgabenBeratung von Unternehmen verschiedener Branchen bei der...
Financial Consultant – EU
vor 1 Monat
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Our Client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support.
Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind.
Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape.
Our client is currently looking for advisors who want to work either IN Switzerland, but can also accommodate a full REMOTE advisory situation.
Duties and responsibilities:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
- Perform the research and analysis required to prepare plans for clients.
- Designing financial strategies, and assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Liaising with head office and financial services providers, including negotiating with product suppliers for the best possible rates.
- Communicating with other professionals, such as estate agents, solicitors and valuers.
- Keeping up to date with financial products and legislation, meeting the relevant regulatory requirements, and communicating these to clients.
- Producing financial reports.
Duties and responsibilities:
- Swiss Financial Advisor IAF
- FINMA Registered
- UK Level 3 but studying for level 4
- Asset / Investment Management Certificate or equivalent
Experience:
- 3 years of experience preferred.
Package & Remuneration:
Competitive remuneration.
Licensing: FINMA register (no. 29575) ; Polyreg, OSFIN ; MiFID II; MFSA; EU Passporting
Our client is also member of the following professional associations:
- Chartered Insurance Institute (CII)
- Swiss portfolio managers association (VSV/ASG)
- Swiss Registered Investment Adviser Association (SRIAA)
Please note: For Swiss opportunities, this position would typically suit experienced and qualified investment advisory candidates already living and working in Switzerland. The company embraces a fully remote model as well. A minimum of 3 years experience working in the wealth management business is preferred. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
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