Financial Services Professional
Vor 4 Tagen
We are seeking a skilled Financial Planner to join our team in Geneva, Switzerland. As a Financial Planner, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings.
Key Responsibilities:- Develop and implement personalized financial plans for clients
- Provide expert advice on investment products and services
- Collaborate with marketing, business development, and paraplanning teams to drive client growth
- Support clients in achieving their financial goals
- Proven track record in an Advisory/Relationship Management role
- Minimum qualification of a UK Level 4 Diploma or its international equivalent
- Chartered status preferred
- Entrepreneurial mindset with a focus on new business generation
- Attractive salary package with revenue share
- Coverage of employment visa and Swiss work permit costs
- Comprehensive medical insurance
- Support in achieving industry certifications
- Business development and administrative support
- Licensing support and access to an investment team
We are a dynamic and supportive team, committed to helping our clients achieve their financial goals. If you are a motivated and experienced Financial Planner, we encourage you to apply for this exciting opportunity.
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