Wealth Manager

vor 3 Wochen

Geneva, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

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.

  • Assistant Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING ANASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENTPOSITION BASED IN GENEVAASSIGNMENT DESCRIPTION: Execute clients' instructions accurately and timely, including transfers, trades, information requests, etcAssist with account opening and KYC review for onboarding processesPrepare reports...

  • Private Wealth Management

    vor 3 Wochen

    Geneva, Schweiz Goldman Sachs Vollzeit

    DIVISIONS AND JOB FUNCTIONS Private Wealth Management (PWM)  secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s...

  • Consultant Wealth and Asset Management

    vor 3 Wochen

    Geneva, Schweiz CAPCO Vollzeit

    Consultant Wealth and Asset Management at Capco Switzerland - Geneva ABOUT CAPCO Capco 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,...

  • Graduate Programme

    vor 3 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    Graduate Programme - Wealth Management - Europe & Mediterranean Description Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th...

  • Graduate Programme

    vor 3 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    Graduate Programme - Wealth Management - Affluent Banking Description Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century...

  • IT Manager H/F

    vor 3 Wochen

    Geneva, Schweiz Indosuez Wealth Management Vollzeit

    Description du poste The IT Manager will work for CA Indosuez Switzerland (CAIS) (Head Office in Switzerland and international entities in Asia and the Middle East) in a local matrix organization. He/she is responsible for a team of IT specialists based in Switzerland and Asia. The position reports directly to the Head of IT and Facility Management...

  • Junior Trust Officer, Wealth Management, Geneva

    vor 3 Wochen

    Geneva, Schweiz AP Group Ltd Vollzeit

    Our client, a highly regarded, international trust and fiduciary group is seeking to recruit a junior trust and company administrator position for its wealth management team in Geneva.In this role you will administer a portfolio of trust and company entities, prepare the presentations on View Point and assist the line manager and team where necessary. You...

  • IT Manager H/F

    vor 3 Wochen

    Geneva, Schweiz Indosuez Wealth Management Vollzeit

    Missions The IT Manager will work for CA Indosuez Switzerland (CAIS) (Head Office in Switzerland and international entities in Asia and the Middle East) in a local matrix organization. He/she is responsible for a team of IT specialists based in Switzerland and Asia. The position reports directly to the Head of IT and Facility Management of CAIS head...

  • VIE – Chef de projets « Organisation » H/F

    vor 3 Wochen

    Geneva, Schweiz Indosuez Wealth Management Vollzeit

    Description du poste Le VIE Chef de Projet Orga/MOA assiste le chef de projet dans la conduite des projets stratégiques Groupe Indosuez Wealth Management et/ou locaux de la banque (siège et entités). Il contribue aux objectifs du projet tant en termes de contenu, de planning, de qualité et de budget. Il aide à la coordination des différents...

  • Project Manager Compliance

    vor 3 Wochen

    Geneva, Schweiz CAPCO Vollzeit

    Project Manager Compliance at Capco Switzerland - Geneva ABOUT CAPCO Capco 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...

  • Junior Portfolio Manager FR

    vor 3 Wochen

    Geneva, Schweiz Michael Page Vollzeit

    Integration within the Wealth Management department;Participating in client meetings with a Senior Portfolio Manager;Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians;Understanding and respecting the client compliance & MIFID regulation;Answering to the different client...

  • WM Change Manager

    vor 3 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    WM Change Manager / Product Manager Description Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a...

  • VIE – Chef de projets « Organisation » H/F

    vor 3 Wochen

    Geneva, Schweiz Indosuez Wealth Management Vollzeit

    Missions Le VIE Chef de Projet Orga/MOA assiste le chef de projet dans la conduite des projets stratégiques Groupe Indosuez Wealth Management et/ou locaux de la banque (siège et entités). Il contribue aux objectifs du projet tant en termes de contenu, de planning, de qualité et de budget. Il aide à la coordination des différents acteurs internes et...

  • Wholesale Sales, Switzerland

    vor 3 Wochen

    Geneva, Schweiz William Blake Group Vollzeit

    Responsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...

  • Wholesale Sales, Switzerland

    vor 3 Wochen

    Geneva, Schweiz William Blake Group Vollzeit

    Responsibilities: Develop relationships with existing and new clients in the private wealth channel, to include Wealth Managers, Asset Managers, Multi-Family Offices and Banks, focusing on Switzerland Strategize and map the investor landscape Understand competitor offerings and work towards positioning the products and the firm with these in mind Create...

  • Business Manager

    vor 4 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    Business Manager - Temporary position 8 months - Description Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private banking...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A PRESTIGIOUS SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - APAC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the APAC market• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A TOP TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GCC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the GCC market• Advising both existing as well as new clients on all aspects...

  • Business Risk Manager

    vor 3 Wochen

    Geneva, Schweiz Union Bancaire Privee Vollzeit

    Business Risk Manager - Latam desk Description Wealth Management (WM) plays a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of...