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Wealth Management Professional

vor 1 Woche

Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

Join our prestigious financial advisory firm in Geneva, Switzerland, as we seek a Financial Planner to cater to a vast clientele across Switzerland.

The ideal candidate will have exceptional communication skills, a proactive mindset, and a proven track record in an Advisory/Relationship Management role within the financial services sector.

Responsibilities will include engaging with clients face-to-face and online, providing expert advice on lump sum investing, portfolio management, retirement planning, regular savings, and insurance schemes.

We offer a dynamic environment that fosters professional growth and encourages individuals to make a significant impact in the lives of their clients.

Key Responsibilities:

  • Engage with clients throughout Switzerland
  • Provide expert advice on various financial planning aspects
  • Collaborate with marketing, business development, and paraplanning teams
  • Drive new business generation while maintaining client relationships