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Financial Services Specialist
vor 1 Woche
Our client, a leading Swiss financial advisor, is seeking an experienced professional to guide clients through the complexities of international wealth management. This role requires strong advisory skills and expertise in financial planning, investment advice, and pension guidance.
The successful candidate will have several years of experience in a client-facing role, providing consulting services on retirement, investments, property, tax, and estate planning. Proficiency in managing assets across multiple countries is essential.
We offer a dynamic environment with opportunities for remote work, collaboration with international experts, and flexible commission models. If you are a results-driven professional looking to advance your career, we encourage you to apply.
Key Responsibilities:
- Develop and implement tailored financial plans for clients
- Conduct regular portfolio reviews and provide strategic advice
- Collaborate with tax, legal, and estate planning experts to ensure comprehensive service delivery
- Educate clients on financial strategies and market developments
Requirements:
- Higher education in a relevant field (e.g., CIB, IAF, CFP)
- Strong sales skills with a proven ability to close deals
- Entrepreneurial personality with excellent communication skills
- Fluent English; German, French, and/or Italian is a plus
