Financial Services Professional
vor 4 Wochen
Join 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 leading figure in the financial sector.
Key Responsibilities:- Engage with clients throughout Switzerland, who have reached out through inbound marketing strategies or through direct outreach methods like LinkedIn and email.
- Focus on lump sum investing, portfolio management, retirement planning, regular savings, and advice on the Swiss insurance and three-pillar pension schemes.
- Collaborate closely with marketing, business development, and paraplanning teams to facilitate day-to-day client meetings and contribute to the growth of their client portfolios.
- A proven track record in an Advisory/Relationship Management role within the financial services sector (e.g., banking, brokerage, or IFA).
- A minimum qualification of a UK Level 4 Diploma or its international equivalent, with a preference for those who are Chartered.
- A proactive and entrepreneurial mindset that drives new business generation while maintaining client relationships effectively and holistically.
- An attractive salary package with a 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), with costs covered.
- Business development and administrative support.
- Licensing support, including IA and SCA licenses in the UAE, with global licensing and terms of business agreements.
- Access to an investment team providing model portfolios, market updates, and support in client meetings.
- A dedicated investment portal for clients to view up-to-date valuations.
- A pension service offering comprehensive support, including co-attendance at client meetings with a pension specialist for an additional fee split.
- A robust marketing framework including online advertising, social media management, and customized brochures for each planner.
- A research unit dedicated to identifying potential clients.
- Operations and compliance support from a central team ready to assist with queries.
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