Financial Services Professional

Vor 4 Tagen


Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit
Financial Planner Opportunity in Geneva, Switzerland

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
Requirements:
  • 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
What We Offer:
  • 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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