Aktuelle Jobs im Zusammenhang mit Financial Services Professional - Genf, Genf - Independent Resourcing Consultancy Ltd
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Financial Services Professional
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Financial Services Professional
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Financial Services Professional
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Financial Services Specialist
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Financial Services Advisor
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Senior Financial Accountant
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Senior Financial Accountant
vor 3 Wochen
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Financial Services Professional
vor 2 Monaten
We 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 Role- Engage with clients throughout Switzerland, providing personalized financial planning services.
- Collaborate with marketing, business development, and paraplanning teams to facilitate client meetings and contribute to portfolio growth.
- Support clients in achieving their financial goals, including navigating the Swiss insurance and three-pillar pension schemes.
- 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, with a preference for Chartered status.
- Proactive and entrepreneurial mindset, with a focus on new business generation and client relationship management.
- 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, with costs covered.
- Business development and administrative support.
- Licensing support, including IA and SCA licenses in the UAE.
- Access to an investment team providing model portfolios and market updates.
- Dedicated investment portal for clients to view up-to-date valuations.
- Pension service offering comprehensive support, including co-attendance at client meetings.
- Robust marketing framework, including online advertising and social media management.
- Research unit dedicated to identifying potential clients.
- Operations and compliance support from a central team.
This is an excellent opportunity for individuals seeking to advance their careers within a supportive and dynamic environment, offering a path towards professional growth and the ability to make a significant impact in the lives of their clients.