High-Performance Financial Advisor

Vor 2 Tagen


Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit
Role Overview

We are seeking an accomplished Financial Planner to join our esteemed team in Geneva, Switzerland. This pivotal role will enable you to engage with clients across the country, leveraging your expertise in lump sum investing, portfolio management, and retirement planning.

About Us

Independent Resourcing Consultancy Ltd is a prominent financial advisory firm boasting a global presence and nearly 15 years of establishment in Geneva, Switzerland. Our exceptional advice proposition has garnered significant client demand, solidifying our position as a leading figure in the financial sector.

Salary Package

An attractive salary package includes a revenue share from business generated, ensuring your hard work directly impacts your earnings.

Job Responsibilities
  • Leverage face-to-face and online interactions to engage with clients across Switzerland
  • Contribute to client portfolios through lump sum investing, portfolio management, and retirement planning
Requirements

To be successful in this role, you should possess:

  • A proven track record in Advisory/Relationship Management within the financial services sector
  • A minimum qualification of a UK Level 4 Diploma or its international equivalent, with preference for those who are Chartered
  • A proactive and entrepreneurial mindset driving new business generation while maintaining client relationships effectively and holistically
Benefits
  • Attractive salary package with revenue share from business generated
  • Coverage of employment visa and Swiss work permit costs
  • Comprehensive medical insurance
  • Support in achieving industry certifications (e.g., CISI, CII, LIBF), with costs covered
  • Business development and administrative support
  • Licensing support, including IA and SCA licenses in the UAE, with global licensing and terms of business agreements
  • Access to an investment team providing model portfolios, market updates, and support in client meetings
  • Dedicated investment portal for clients to view up-to-date valuations
  • Pension service offering comprehensive support, including co-attendance at client meetings with a pension specialist for an additional fee split
  • Rugged marketing framework including online advertising, social media management, and customized brochures for each planner
  • Research unit dedicated to identifying potential clients
  • Operations and compliance support from a central team ready to assist with queries

This opportunity is ideal for individuals seeking to advance their careers within a supportive and dynamic environment, offering a path towards professional growth and the ability to make a significant impact in the lives of their clients.



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