Financial Services Professional
vor 3 Wochen
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.
-
Accounting Professional
vor 2 Monaten
Genf, Genf, Schweiz Salamander Corporate Services SA VollzeitAbout Salamander Corporate Services SAWe are a well-established international trust and corporate services company headquartered in Geneva, Switzerland. Our team is dynamic and multicultural, fostering a professional environment for growth. We offer a stable, long-term career for individuals eager to build a solid foundation in accounting and bookkeeping...
-
Financial Services Professional
Vor 3 Tagen
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitAt Click and Connect Online Limited, we are seeking a highly skilled Financial Services Professional 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.The ideal candidate will have a...
-
Financial Services Professional
vor 3 Wochen
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at Click and Connect Online Limited. As a Financial Planner, you will be responsible for providing expert advice to clients on their financial planning needs, including lump sum investing, portfolio management, and retirement planning.Key Responsibilities:Engage with...
-
Financial Services Professional
vor 4 Wochen
Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd VollzeitFinancial Planner Opportunity in Geneva, SwitzerlandWe are seeking a skilled Financial Planner to join our team in Geneva, Switzerland. As a Financial Planner, you will be responsible for providing expert advice to clients on lump sum investing, portfolio management, retirement planning, and regular savings.About the RoleEngage with clients throughout...
-
Financial Services Professional
vor 4 Wochen
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitFinancial Planner Opportunity in Geneva, SwitzerlandWe 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...
-
Financial Services Professional
vor 4 Wochen
Genf, Genf, Schweiz Click and Connect Online Limited VollzeitFinancial Planner Opportunity in Geneva, SwitzerlandWe 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...
-
Financial Services Professional
vor 4 Wochen
Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd VollzeitJob Title: Wealth ManagerJoin a prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, as a Wealth Manager. The firm is renowned for its exceptional advice proposition, which has significantly increased client demand. Catering to a vast clientele across Switzerland, the firm has become a...
-
Senior Financial Accountant
vor 3 Wochen
Genf, Genf, Schweiz TMF Services SA VollzeitJob Title: Senior AccountantTMF Services SA is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality accounting, reporting, and tax services to our client companies.Key Responsibilities:Accounting and Reporting: Prepare and review financial statements, including balance sheets,...
-
Financial Services Leader
vor 3 Wochen
Genf, Genf, Schweiz WIPO VollzeitJob DescriptionJob Title: Director, Finance DivisionJob Summary:The Director, Finance Division will lead the Finance Division of the Department of Program Planning and Finance at WIPO. The successful candidate will be responsible for planning and managing the work and resources of the Division, mentoring and motivating the teams, leading the digital...
-
Senior Financial Accountant
vor 2 Wochen
Genf, Genf, Schweiz TMF Services SA VollzeitJob DescriptionTMF Services SA is seeking a highly skilled Senior Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for providing high-quality accounting, reporting, and tax services to our client companies.Key ResponsibilitiesProvide timely and efficient accounting, reporting, and tax services to...
-
Financial Services Advisor
vor 1 Monat
Genf, Genf, Schweiz Desjardins VollzeitFinancial Services Advisor **Job Summary** As a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, helping individuals and businesses achieve their financial...
-
Financial Services Specialist
Vor 7 Tagen
Genf, Genf, Schweiz Desjardins VollzeitJob Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting and trusting business relationships, ensuring that our clients are satisfied with the services they receive.Key...
-
Financial Services Specialist
vor 3 Wochen
Genf, Genf, Schweiz Desjardins VollzeitJob Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring member/client satisfaction, and driving results through recommendations of investments,...
-
Financial Services Advisor
Vor 5 Tagen
Genf, Genf, Schweiz Desjardins VollzeitJob Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring our clients are satisfied with our services.Key Responsibilities:Advise clients on...
-
Senior Financial Accountant
vor 3 Wochen
Genf, Genf, Schweiz TMF Services SA VollzeitJob Title: Senior AccountantTMF Services SA is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing high-quality accounting, reporting, and tax services to our client companies.Key Responsibilities:Accounting and Reporting: Prepare and review financial statements, including balance sheets,...
-
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout the RoleThe Senior FP&A position at our client, a dynamic international company based in Geneva, requires a seasoned professional to lead financial planning and analysis initiatives. The ideal candidate will have 5 years of experience in FP&A, partnering with Product, Support, and Cloud Operations organizations within a SaaS environment.Key...
-
Financial Manager
vor 3 Wochen
Genf, Genf, Schweiz WTO VollzeitJob Title: Finance ProfessionalsFinance professionals at the WTO are responsible for ensuring the Organization's financial planning and budgeting are aligned with its objectives. They work closely with various divisions and WTO member countries to provide financial support and advice.Key Responsibilities:Develop and implement financial plans and...
-
Financial Manager
vor 2 Wochen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitJob Summary We are seeking a highly skilled Financial Controller to join our team at Michael Page - Switzerland. As a key member of our finance team, you will be responsible for managing our annual budgeting process, monitoring and analyzing budget variances, and providing financial guidance to regional offices. Key Responsibilities • Manage the...
-
Genf, Genf, Schweiz KPMG AG VollzeitAbout the RoleWe are seeking a highly skilled and experienced Compliance Specialist to join our team in Financial Services. As a Compliance Specialist, you will be responsible for ensuring that our clients' financial services operations are in compliance with relevant laws and regulations.Key ResponsibilitiesConduct risk assessments and develop compliance...
-
Finance Professional
vor 1 Tag
Genf, Genf, Schweiz Unilabs VollzeitAs a Finance Professional at Unilabs, you will gain hands-on experience in various aspects of accounting and financial reporting. You will assist in the monthly end close process and contribute to the preparation of financial statements in accordance with Swiss Code of Obligations and IFRS reporting.Key Responsibilities:Monthly End Close:Assist in the...