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Wealth Management Consultant

vor 1 Woche

Pfäffikon ZH, Zürich, Schweiz AP Executive Vollzeit

We are looking for a highly skilled and experienced financial planner to join our team at AP Executive.

The successful applicant will have a strong background in financial planning and advisory services and be recognised to provide investment advice by FINMA or hold financial planning and advisory qualifications to become registered by FINMA.

The role involves working with private clients, providing tailored investment advice and management solutions.

Key Responsibilities:

Company Overview:

AP Executive is a leading provider of financial advisory services in Switzerland.

We are committed to delivering high-quality service to our clients and building long-term relationships.