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Our client, a prominent financial services company, oversees more than $12 billion in assets for over 80,000 clients globally. As part of a significant global expansion, they have exciting opportunities for specialists with at least 5 years of experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross-border repatriation solutions, and expertise in British/EU and Swiss personal taxation.
All candidates must be eligible for registration with BX Swiss and thoroughly familiar with FinSA codes and Insurance Acts. The ideal applicant will hold the following minimum qualifications in international finance:
- Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS
- MCSI in wealth management from the Chartered Institute of Securities and Investments.
Additional Requirements:
- Proficiency in native or bilingual international business standard English is essential.
- Fluency in French, German, Italian, and Portuguese is advantageous.
- Proficiency in computer literacy and preferable social media marketing skills.
- A collaborative and motivational attitude is crucial for successful integration into established sales teams in Geneva, Zurich, and Basel.
They offer:
- A generous and high-earning pay structure across all products.
- Support in administration, compliance, and CRM.
- Comprehensive product training.
- Weekly pay-runs and a structured, defined career progression.
- Uncapped earning potential and world-class company performance incentives.
Please note: This position would typically suit both experienced and qualified IFA candidates ideally with residence and experience in Switzerland This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations