Strategic Wealth Expert for International Clients

Vor 5 Tagen


Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

A unique opportunity has arisen for a UK or equivalent qualified Financial Advisor with offshore experience to join our client, a well-respected Wealth Management firm headquartered in Europe.

As a Strategic Wealth Expert for International Clients, you will be based in Switzerland and provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.

You will uphold the firms ethical standards and core values in all client interactions, leveraging lead generation opportunities provided from the outset.

After completing the probation period, you will work with a dedicated Business Development Manager (BDM) to further enhance client acquisition and service.

The ideal candidate will have a UK or equivalent financial advisory qualification, extensive offshore experience, and a proven track record of advising expatriate clients on investment and pension transfers.

They will also possess strong ethical standards and alignment with the firms core values, as well as a transferable client book with a substantial AUM.

In return, you will enjoy favorable Commission and AMC splits, negotiable Monthly Retainer Support, and the ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.

We are committed to fostering a diverse and inclusive work environment, and we welcome applications from all qualified individuals. The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.



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