Financial Advisor

Vor 3 Tagen


Genf, Genf, Schweiz deVere & Partners Switzerland SA Vollzeit

Direct message the job poster from deVere & Partners Switzerland SA

Head of Global Recruitment at deVere Group

Join deVere Group as an Insurance and Financial Advisor in Geneva.

deVere & Partners Switzerland is seeking a focused Insurance and Financial Advisor to join our expanding team in Geneva. As part of our extensive global growth, we are looking for experienced professionals in the fields of Insurance Sales, Swiss and International Pensions, International Investments, Cross-Border Repatriation Solutions, and Personal Taxation.

About Us: At deVere Europe, we are dedicated to making a positive impact on our clients' financial well-being. Our global presence and commitment to excellence set us apart in the financial advisory landscape.

Key Responsibilities:

  1. Provide tailored financial solutions in insurance and investment.
  2. Develop and maintain strong client relationships to help them achieve their financial goals.
  3. Stay informed about market trends and regulatory changes affecting clients.

Requirements:

  1. Expertise in Insurance Acts.
  2. Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS).
  3. MCSI in Wealth Management from the Chartered Institute of Securities and Investments.
  4. Proficiency in English (mandatory); fluency in French, German, Italian, and Portuguese is advantageous.
  5. Strong computer skills and social media marketing ability.

Desired Skills and Attributes:

  1. Collaborative and motivational attitude.
  2. Strong interpersonal and communication skills.
  3. Ability to work independently and as part of a team.

What We Offer:

  1. Lucrative pay structure across all products.
  2. Administration and Compliance support.
  3. CRM assistance.
  4. Weekly pay-run and structured career progression.
  5. Uncapped earning potential.
  6. World-class company performance incentives.
  7. Opportunities for professional development and flexible working arrangements.

Join Us: Take the next step in your career and join our dynamic team at deVere. Unleash your earning potential with us

Seniority Level:

Associate

Employment Type:

Full-time

Job Function:

Finance, Sales, and Business Development

Industries:

Financial Services, Investment Management, and Investment Banking

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