Insurance and Investment Specialist

Vor 3 Tagen


Genf, Genf, Schweiz Devere Switzerland Vollzeit

About deVere & Partners Switzerland SA

We strive to make a significant difference in our clients' lives by providing expert financial guidance. Our commitment to excellence and dedication to delivering exceptional results set us apart in the financial services industry.

Role Description

We are seeking a highly skilled Insurance and Financial Advisor to join our dynamic team in Geneva. As part of our extensive global growth, we are looking for experienced professionals with expertise in insurance sales, Swiss and international pensions, international investments, cross-border repatriation solutions, and personal taxation.

The successful candidate will work closely with clients to develop and implement tailored financial plans, providing ongoing support and guidance to help them achieve their goals.

  • Main Responsibilities:
  • Develop and maintain long-term relationships with clients.
  • Provide expert financial advice and guidance.
  • Stay informed about market trends and regulatory changes.

Required Skills and Qualifications:

  • 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.
  • Proficiency in English; fluency in French, German, Italian, and Portuguese is advantageous.
  • Strong computer skills and social media marketing ability.

What We Offer:

  • 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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