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Our Client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support.
Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind.
Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape.
Our client is currently looking for advisors who want to work either IN Switzerland, but can also accommodate a full REMOTE advisory situation.
Duties and responsibilities:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
- Perform the research and analysis required to prepare plans for clients.
- Designing financial strategies, and assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Liaising with head office and financial services providers, including negotiating with product suppliers for the best possible rates.
- Communicating with other professionals, such as estate agents, solicitors and valuers.
- Keeping up to date with financial products and legislation, meeting the relevant regulatory requirements, and communicating these to clients.
- Producing financial reports.
Duties and responsibilities:
- Swiss Financial Advisor IAF
- FINMA Registered
- UK Level 3 but studying for level 4
- Asset / Investment Management Certificate or equivalent
Experience:
- 3 years of experience preferred.
Package & Remuneration:
Competitive remuneration.
Licensing: FINMA register (no. 29575) ; Polyreg, OSFIN ; MiFID II; MFSA; EU Passporting
Our client is also member of the following professional associations:
- Chartered Insurance Institute (CII)
- Swiss portfolio managers association (VSV/ASG)
- Swiss Registered Investment Adviser Association (SRIAA)
Please note: For Swiss opportunities, this position would typically suit experienced and qualified investment advisory candidates already living and working in Switzerland. The company embraces a fully remote model as well. A minimum of 3 years experience working in the wealth management business is preferred. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.