Wealth Manager
vor 1 Woche
Financial Planner - Switzerland
Location: Geneva, Switzerland
Type: Full Time
A prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, is seeking a Financial Planner. The firm is renowned for its exceptional advice proposition, which has significantly increased client demand. Catering to a vast clientele across Switzerland, the firm has become a leading figure in the financial sector.
The Financial Planner will engage both face-to-face and online with clients throughout Switzerland, who have reached out through inbound marketing strategies or through direct outreach methods like LinkedIn and email. The role will primarily focus on lump sum investing, portfolio management, retirement planning, regular savings, and advice on the Swiss insurance and three-pillar pension schemes. Successful candidates will collaborate closely with marketing, business development, and paraplanning teams to facilitate day-to-day client meetings and contribute to the growth of their client portfolios.
The firm offers comprehensive support through the CII/CISI/LIBF examination process, aiding financial planners in achieving the UK Level 4 Diploma and progressing towards Chartered status.
Desired Skills and Experience:
- A proven track record in an Advisory/Relationship Management role within the financial services sector (e.g., banking, brokerage, or IFA).
- A minimum qualification of a UK Level 4 Diploma or its international equivalent, with a preference for those who are Chartered.
- A proactive and entrepreneurial mindset that drives new business generation while maintaining client relationships effectively and holistically.
Benefits Include:
- An attractive salary package with a revenue share from business generated.
- Coverage of employment visa and Swiss work permit costs.
- Comprehensive medical insurance.
- Support in achieving industry certifications (e.g., CISI, CII, LIBF), with costs covered.
- Business development and administrative support.
- Licensing support, including IA and SCA licenses in the UAE, with global licensing and terms of business agreements.
- Access to an investment team providing model portfolios, market updates, and support in client meetings.
- A dedicated investment portal for clients to view up-to-date valuations.
- A pension service offering comprehensive support, including co-attendance at client meetings with a pension specialist for an additional fee split.
- A robust marketing framework including online advertising, social media management, and customized brochures for each planner.
- A research unit dedicated to identifying potential clients.
- Operations and compliance support from a central team ready to assist with queries.
This opportunity is ideal 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.
Package Details
- An attractive salary package with a revenue share from business generated.
- Coverage of employment visa and Swiss work permit costs.
- Comprehensive medical insurance.
- Support in achieving industry certifications (e.g., CISI, CII, LIBF), with costs covered.
-
Private Wealth Manager
vor 1 Woche
Genf, Genf, Schweiz Independent Resourcing Consultancy Vollzeit CHF 120'000 - CHF 180'000 pro JahrPrivate Wealth Manager - SwitzerlandOur client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...
-
Wealth Planner
vor 6 Stunden
Genf, Genf, Schweiz Ur-Capital VollzeitJob Description A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner. Responsibilities : Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy.Develop and maintain strong...
-
Portfolio Manager – Wealth Management
vor 2 Wochen
Genf, Genf, Schweiz Optima Partners Vollzeit CHF 80'000 - CHF 150'000 pro JahrJob Description Portfolio Manager – Wealth Management (Multi-Asset)For our client, a mid-sized private bank, we are seeking a Portfolio Manager, reporting directly to the Head of Asset Management.You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence. Your Role and ResponsibilitiesIdentify...
-
Senior Wealth Planner
vor 6 Stunden
Genf, Genf, Schweiz Pictet Group VollzeitYour teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.PWM is seeking to recruit a Senior...
-
Internship - Wealth Management
vor 5 Stunden
Genf, Genf, Schweiz Blackden Financial S.A VollzeitINTERNSHIP OPPORTUNITY - January 2026About usBlackden Financial is a boutique independent, Swiss based wealth management firm specializing in advising expatriate clients in Switzerland on their financial planning needs. We are looking for a talented, hardworking intern interested in gaining experience in the world of international wealth management.Job...
-
Consultant Wealth and Asset Management
vor 5 Stunden
Genf, Genf, Schweiz Capco VollzeitABOUT CAPCOCapco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward.We...
-
2026 Off-cycle Internship
Vor 2 Tagen
Genf, Genf, Schweiz UBS Vollzeit CHF 40'000 - CHF 80'000 pro JahrYour role Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitious students to join our 2026 Off-cycle Internship Program within our Wealth Management Switzerland team. You'll get...
-
Account Manager Middle East
Vor 6 Tagen
Genf, Genf, Schweiz Michael Page Vollzeit CHF 90'000 - CHF 120'000 pro Jahr* You have at least 5 years experience as account manager in a private bank. * You have worked for the Middle East team (Qatar & Egypt) ## About Our Client ## A Private Bank. ## Job Description ## Key Responsibilities * Manage and grow a portfolio of HNW/UHNW Middle East clients * Deliver bespoke advisory services (investments, products, wealth solutions)...
-
Relationship Manager
Vor 4 Tagen
Genf, Genf, Schweiz Michael Page Vollzeit CHF 60'000 - CHF 180'000 pro Jahr* \- * \- ## About Our Client ## Our client is a small-sized company operating in the financial services. ## Job Description ## *Key Responsibilities* * *Develop and execute a growth strategy for the MENA region.* * *Identify new business opportunities and build a robust client network.* * *Promote our structured products to sophisticated investors and...
-
Test Manager
Vor 4 Tagen
Genf, Genf, Schweiz Adecco Human Resources AG Vollzeit CHF 80'000 - CHF 120'000 pro JahrAbout this job For one of our clients, a private Bank, in Geneva, for a long term assignment are recruiting a Test Manager who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you Responsibilities : As a...
