Financial Services Professional

vor 3 Wochen


Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd 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 ongoing portfolio management and investment advice
  • Collaborate with marketing, business development, and paraplanning teams to drive client growth
  • Support clients in achieving their financial goals through comprehensive financial planning

Requirements:

  • Proven track record in an Advisory/Relationship Management role within the financial services sector
  • Minimum qualification of a UK Level 4 Diploma or its international equivalent
  • Entrepreneurial mindset with a focus on new business generation and client relationships

Benefits:

  • Attractive salary package with revenue share from business generated
  • Coverage of employment visa and Swiss work permit costs
  • Comprehensive medical insurance
  • Support in achieving industry certifications (e.g., CISI, CII, LIBF)

Join our dynamic team and take advantage of this exciting opportunity to advance your career in financial planning. Apply now to become a part of our prestigious financial advisory firm in Geneva, Switzerland.


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