Financial Solutions Expert
Vor 2 Tagen
About deVere Switzerland SA
We are dedicated to making a positive impact on our clients' financial well-being. Our global presence and commitment to excellence set us apart in the financial advisory landscape.
Job OverviewWe are seeking an experienced Insurance and Financial Advisor to join our expanding team in Geneva. The ideal candidate will have expertise in insurance acts, a Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS), and a MCSI in Wealth Management from the Chartered Institute of Securities and Investments.
The successful candidate will provide tailored financial solutions in insurance and investment, develop and maintain strong client relationships, and stay informed about market trends and regulatory changes affecting clients.
- Key Responsibilities:
- Provide comprehensive financial advice and guidance to clients.
- Develop and maintain a strong network of professional contacts.
- Stay up-to-date with industry developments and best practices.
Requirements:
- Proven experience in insurance and financial planning.
- Expertise in insurance acts.
- Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS).
- MCSI in Wealth Management from the Chartered Institute of Securities and Investments.
- Strong computer skills and social media marketing ability.
Benefits:
- Lucrative pay structure across all products.
- Administration and Compliance support.
- CRM assistance.
- Weekly pay-run and structured career progression.
- Uncapped earning potential.
- World-class company performance incentives.
- Opportunities for professional development and flexible working arrangements.
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