Financial Advisor
Vor 5 Tagen
Direct message the job poster from deVere Group Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory deVere Group is the world's leading independent financial advisory, with more than $12bn under advice from over 80,000 clients across the world. Due to a huge global expansion, we have open opportunities for a Specialist with 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions and essentially British / EU and Swiss personal taxation. All candidates will need to be eligible for the BX Swiss Register and therefore be fully up to speed on all aspects of the FinSA codes and the Insurance Acts. The correct applicant will have the following minimum International finance qualifications: Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS MCSI in wealth management from the Chartered Institute of Securities and Investments. Native or bi-lingual to international business standard English is essential. Full computer literacy required together with social media marketing skills preferable. Collaborative and motivational attitude is highly important for a successful integration into our established sales team in Zurich. Compensation and Benefits Generous and high-earning pay structure on all products Administration Compliance CRM Full product training A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives. Please send CV in the first instance to Stuart Ockenden, deVere Switzerland SA and EU Head of Recruitment at Seniority Level Associate Employment Type Full-time Job Function Finance, Sales, and Customer Service Industries Financial Services and Banking #J-18808-Ljbffr
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Trainee Financial Advisor with deVere Group
Vor 3 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitWe are currently seeking a highly motivated and organized individual to fill the position of Trainee Financial Advisor with deVere Group.About the OpportunityIn this role, you will have the chance to develop your skills and knowledge in financial planning, working closely with experienced advisors and contributing to the growth of our organization.Your...
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Wealth Advisor, Financial Stewardship
Vor 2 Tagen
Zürich, Zürich, Schweiz AP Executive VollzeitWe are seeking a skilled Wealth Advisor to join our team at AP Executive.In this role, you will be responsible for managing financial and payroll accounting, preparing interim and annual financial statements, and maintaining direct contact with auditors, banks, and authorities.You will also be responsible for processing tax declarations of natural and legal...
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Financial Advisor
vor 9 Stunden
Zürich, Zürich, Schweiz deVere Group VollzeitGet AI-powered advice on this job and more exclusive features.Direct message the job poster from deVere GroupRecruitment Consultant at deVere for the UK, Europe, Africa & Latin AmericaWealth Management Advisors wanted.As the world's leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing...
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Senior Client Advisor
Vor 2 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitWe are looking for an experienced Senior Client Advisor to join our team at Altus Search Ltd. As a Senior Client Advisor, you will be responsible for managing a portfolio of high net-worth clients and providing personalized financial services.Duties Include:Develop and implement strategies to increase client satisfaction and loyalty.Analyze client needs and...
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Corporate Financial Advisor
vor 1 Tag
Zürich, Zürich, Schweiz Bending Spoons VollzeitJob DescriptionThis role involves preparing accurate financial statements and reports, maintaining precision across all financial records. You will also review and evaluate financial transactions to ensure compliance with generally accepted accounting principles.In addition, you will be responsible for financial planning, reporting, and control, preparing...
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Financial Advisor
Vor 6 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitDirect message the job poster from deVere GroupHead of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation AdvisorydeVere Group is the world's leading independent financial advisory, with more than $12bn under advice from over 80,000 clients across the world.Due to a huge global expansion, we have open...
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Senior Financial Advisor
Vor 2 Tagen
Zürich, Zürich, Schweiz Synpulse8 VollzeitAbout SynpulseWe are a valued partner to many of the world's largest international financial services and insurance firms. Our expertise in business and technology combined with our methodic approach enable us to create sustainable added value for our clients' business.Why Choose UsYou are growing your skills and experiences in understanding business models...
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Global Portfolio Advisor
Vor 3 Tagen
Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) VollzeitJob SummaryWe are seeking a highly skilled and experienced professional to join our Alternative Capital Markets team as a Global Portfolio Advisor. The successful candidate will be responsible for analyzing global markets, identifying investment opportunities, and delivering high-quality recommendations to clients.About Our FirmNCAA (National Collegiate...
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Head of Sales Financial Technology
Vor 5 Tagen
Zürich, Zürich, Schweiz Netcetera VollzeitWir sind ein führender Anbieter von Softwareprodukten und Services für Finanzinstitute in der Schweiz. In der Division Financial Technology liefern wir massgeschneiderte B2B-Software-Lösungen für Finanzinstitute, u.a. im Bereich Financial Advisory, Hypothekarwesen, Immobilienbewertung sowie ein neues, führendes Verwaltungssystem für Pensionskassen...
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Financial Planning Development Professional
Vor 3 Tagen
Zürich, Zürich, Schweiz deVere Group VollzeitAre you interested in a challenging yet rewarding career as a financial advisor?About the RoleWe are seeking an enthusiastic and dedicated individual to join our team as a Trainee Wealth Manager. In this role, you will have the opportunity to gain hands-on experience in financial planning and develop your skills under the guidance of experienced...
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Senior Financial Analyst
Vor 7 Tagen
Zürich, Zürich, Schweiz Bellevue Finance Recruitment VollzeitResponsibilitiesAs a Senior Financial Analyst at Bellevue Finance Recruitment, you will be responsible for leading the financial closing process and producing accurate forecasting of expenses for central teams. You will also serve as a strategic advisor to directors of corporate functions and foster a 'business partnering' culture with responsible officers...
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Fiduciary and Tax Advisor
Vor 2 Tagen
Zürich, Zürich, Schweiz AP Executive VollzeitWe are seeking a highly skilled Fiduciary and Tax Advisor to join our team at AP Executive.The successful candidate will:Provide expert advice on tax and legal matters.Conduct regular audits of companies in Switzerland.Assist with complex financial statement preparation.Apply skills to special statutory audits.To be successful in this role, you will:Hold a...
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Head of Sales Financial Technology
vor 9 Stunden
Zürich, Zürich, Schweiz Fintechnews VollzeitWir sind ein führender Anbieter von Softwareprodukten und Services für Finanzinstitute in der Schweiz. In der Division Financial Technology liefern wir massgeschneiderte B2B-Software-Lösungen für Finanzinstitute sowie ein neues, führendes Verwaltungssystem-Produkt für Pensionskassen (P40).Die Division beschäftigt rund 200 Mitarbeitende aus 7...
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Financial Markets Specialist
Vor 3 Tagen
Zürich, Zürich, Schweiz NCAA (National Collegiate Athletic Association) VollzeitRole OverviewWe are seeking a highly skilled and experienced professional to join our Alternative Capital Markets team. As a Financial Markets Specialist, you will be responsible for analyzing client portfolios, providing implementation guidance, and delivering market commentary to both internal and external clients.About UsAt NCAA (National Collegiate...
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Senior Transaction Advisor
vor 5 Stunden
Zürich, Zürich, Schweiz Alvarez & Marsal Deutschland GmbH VollzeitAbout the RoleAt Alvarez & Marsal Deutschland GmbH, we are seeking an experienced Senior Transaction Advisor to join our Global Transaction Advisory Group. As a key member of our team, you will work closely with Managing Directors to deliver high-quality Transaction Advisory engagements across Germany, Europe, and globally.Your primary responsibilities will...
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Head of Sales Financial Technology
Vor 7 Tagen
Zürich, Zürich, Schweiz G+D Netcetera VollzeitWir sind ein führender Anbieter von Softwareprodukten und Services für Finanzinstitute in der Schweiz. In der Division Financial Technology liefern wir massgeschneiderte B2B-Software-Lösungen für Finanzinstitute, u.a. im Bereich Financial Advisory, Hypothekarwesen, Immobilienbewertung sowie ein neues, führendes Verwaltungssystem für Pensionskassen...
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Senior Advisor for Financial Services
vor 17 Stunden
Zürich, Zürich, Schweiz Clearstream Fund Centre AG VollzeitThis role involves working closely with the Head of CFS Business Management to develop and implement strategic projects that drive business growth at Clearstream Fund Centre AG. As a key member of our Finance & GRC, Business Management team, you will be responsible for leading cross-functional teams and collaborating with various stakeholders.Main...
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Financial Services M&A Advisor
Vor 4 Tagen
Zürich, Zürich, Schweiz KPMG VollzeitJob Description:We are seeking a highly skilled and motivated individual to join our successful young deal team, advising on all aspects of international and domestic M&A transactions in the Financial Services industry.Key Responsibilities:Provide essential support to clients in strategic acquisitions or disposals, delivering due diligence servicesObtain,...
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Senior Investment Advisor
Vor 5 Tagen
Zürich, Zürich, Schweiz Altus Search Ltd VollzeitOur client is seeking a Senior Investment Advisor with expertise in Indian capital markets to develop investment strategies and focus on leveraging an established Foreign Direct Investment Vehicle. Duties Include: Provide premium investment advisory services to high-net-worth (HNW) clients with a strong emphasis on Indian capital markets, developing...
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Legal Advisor Fund Registration
vor 1 Woche
Zürich, Zürich, Schweiz coni+partner AG Vollzeitconi + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.Our client is the asset...