Financial Adviser – Geneva
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:
- You must be a FINMA and ARIF registered advisor, otherwise this will NOT work for my client.
- 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 role requires FINMA and ARIF registration and experience operating within the Swiss wealth management regulatory environment. Applicants should have a minimum of three (3) years’ experience in client-facing investment advisory or wealth management roles. The position is client-facing and performance-driven, with a strong focus on relationship development and achieving targets. Backgrounds primarily focused on accounting, auditing, or internal financial management are unlikely to be suitable.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
