Senior Financial Advisor
Vor 4 Tagen
Click and Connect Online Limited is seeking a skilled Financial Planner to join our team in Geneva, Switzerland.
The ideal candidate will have a proven track record in an Advisory/Relationship Management role within the financial services sector, with a minimum qualification of a UK Level 4 Diploma or its international equivalent.
The Financial Planner will engage with clients throughout Switzerland, providing advice on lump sum investing, portfolio management, retirement planning, regular savings, and insurance schemes.
Key responsibilities include:
- Providing expert financial advice to clients
- Managing client relationships and portfolios
- Collaborating with marketing, business development, and paraplanning teams
- Supporting clients in achieving industry certifications
We offer a comprehensive support package, including:
- Attractive salary package with revenue share
- Coverage of employment visa and Swiss work permit costs
- Comprehensive medical insurance
- Support in achieving industry certifications
This is an excellent opportunity for individuals seeking to advance their careers within a supportive and dynamic environment.
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