International Financial Expert

Vor 3 Tagen


Stäfa, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

An exciting opportunity has arisen for an experienced International Financial Expert to join a leading Swiss financial advisor. In this role, you will be responsible for guiding clients through the complexities of international financial planning, focusing on retirement, investments, property, tax, and estate planning.

The ideal candidate will possess strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients. Previous experience in a similar role is essential, with a proven track record of delivering high-quality services.

This opportunity offers a dynamic environment with opportunities for remote work, collaboration with international experts, and flexible commission models. As a valued member of our team, you will enjoy a competitive salary package, benefits, and opportunities for professional growth.

Key Responsibilities:

  1. Develop and implement customized financial plans for clients
  2. Provide expert advice on investment products and asset allocation
  3. Collaborate with internal stakeholders to ensure seamless service delivery
  4. Maintain accurate records of client interactions and transactions

Requirements:

  • University degree in a relevant field (e.g., finance, economics)
  • Several years of experience in a client-facing role
  • Excellent communication and interpersonal skills
  • Proven ability to build strong relationships with clients


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