Financial Services Professional

vor 1 Monat


Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

At Click and Connect Online Limited, we are seeking a highly skilled Financial Services Professional to join our team in Geneva, Switzerland. As a Financial Planner, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings.

The ideal candidate will have a proven track record in an Advisory/Relationship Management role within the financial services sector, with a minimum qualification of a UK Level 4 Diploma or its international equivalent. A proactive and entrepreneurial mindset is essential for driving new business generation while maintaining client relationships effectively.

Our comprehensive support includes coverage of employment visa and Swiss work permit costs, comprehensive medical insurance, and support in achieving industry certifications. You will also have access to an investment team providing model portfolios, market updates, and support in client meetings.

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.



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