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Wealth Management Professional
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Wealth Management Professional
vor 2 Monaten
Our client, a reputable Wealth Management firm, is expanding its presence in Europe and seeking an experienced Financial Advisor to join their team in Switzerland.
Key Responsibilities:
- Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.
- Uphold the firm's ethical standards and core values in all client interactions.
- Leverage lead generation opportunities provided from the outset.
- Work with a dedicated Business Development Manager (BDM) to enhance client acquisition and service.
Requirements:
- UK or equivalent financial advisory qualification.
- Extensive offshore experience.
- Proven track record of advising expatriate clients on investment and pension transfers.
- Strong ethical standards and alignment with the firm's core values.
- Transferable client book with a substantial AUM.
Benefits:
- Favorable Commission and AMC splits.
- Negotiable Monthly Retainer Support.
- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.
Application Process:
Applicants should submit their CV and cover letter, highlighting their suitability for the role and career aspirations.
Our client is committed to fostering a diverse and inclusive work environment and welcomes applications from all qualified individuals.
