BASIC SALARY: 6,000 CHF per month. OTE year one = 84,000 CHF / year two = 126,000 CHF / year three = 154,000 CHF.
CLIENT OVERVIEW: Our new client is an expanding organisation in the financial services sector in Switzerland. Their mission is to advise and guide clients in all aspects of financial planning from simple tax optimization advice about the Swiss Pension System to complex international pension transfers. They have a team of FINMA and ARIF registered advisers working with clients throughout Switzerland via their interactive client portal, supported by the Nyon-based Operations team.
POSITION: Financial Consultant with broad knowledge of financial planning for international professionals working in Switzerland.
SUMMARY OF MAIN JOB DUTIES:
* Meeting with clients predominantly through MS Teams meetings, with occasional telephone and face-to-face interactions to assess clients’ financial situation.
* Introducing the company and its proposition to clients, helping clients to understand the business process flows, and obtaining key information about clients, including information about their current investments, savings, tax efficiency, real estate assets, and their risk tolerance.
* Developing financial plans to meet clients’ needs specifically focused on tax optimisation, saving strategies, real estate purchase goals, saving for the cost of further education for children, and overall retirement planning (accumulation phase).
* Preparing financial planning reports using in-house templates that confirm the suitability of the proposals and recommendations provided to clients.
* Liaising with clients and the company administration team to submit product applications and investment instructions in accordance with clients’ wishes.
* Monitoring clients’ financial situation with regular reviews, recommending changes where necessary, and proposing new financial plans as required.
* Maintaining up-to-date financial knowledge through tracking financial markets, general economic conditions, and participating in ongoing professional training.
* Maintaining the proprietary CRM database and ensuring all client data is treated with care and respect throughout the financial planning process.
MINIMUM CANDIDATE REQUIREMENTS:
* Candidates between 27 to 33 years old.
* Those who want a career path in Switzerland.
* Someone who is humble, willing to learn, and happy to earn a basic comfortable income while learning the trade.
* Someone who knows it is a 2-3 year commitment before becoming a successful financial planner.
* Someone who knows that they will need to study to pass local exams (if not yet done).
* Has already worked abroad in financial services for three years.
* Someone already living in Switzerland and has worked for a competitor for one year (as a financial planner).
IDEAL CANDIDATE:
* Candidates between 33 to 45 years old.
* Those who want a committed career and progression path in Switzerland.
* Someone who is humble, willing to learn, and happy to earn less money initially while learning the trade.
* Those who can appreciate that it is a 2-3 year commitment before becoming a successful Senior Consultant.
* Someone who has already worked abroad in financial services for five years.
* Someone already living in Switzerland and has worked for a competitor for one year (as a financial planner).
* Someone who has a life partner working in Switzerland in a stable job.
* Someone who already has financial services qualifications.
DESIRED ATTRIBUTES:
* Degree level/Higher education qualification or equivalent.
* Financial Planning Qualifications highly desirable (IAF, AFA, CFP, CISI, PFS, EFA, STEP).
* Minimum 3-5 years’ experience in a similar role either in Switzerland or a European country with a developed financial planning profession.
* Knowledge of the Swiss social security system and implications for foreign nationals living and working in Switzerland.
* Fluent English essential; other languages desirable (particularly French and German).
* Good organisational skills and able to manage multiple client workflows.
* High attention to detail and able to follow company procedures ensuring data management and communication flows are of the highest standard.
* Motivation to continue to develop professionally and illustrate accountability throughout the sales process.
* IT literate and able to manage multiple software applications (e.g., Microsoft Office 365 Suite, LinkedIn Sales Navigator).
CONDITIONS:
* Full-time permanent position.
* Remuneration depending on skills and experience, consisting of a basic salary plus performance-related pay.
* Ability to work in Switzerland as a Swiss national or holder of a Swiss residence permit B or C, or EU citizens not currently residing in Switzerland.
UNIQUE SELLING POINTS:
Historically, this firm provided their services face-to-face, primarily restricted to the French-speaking part of Switzerland. They now successfully use their Online Client Portal and the latest online meeting technology to provide their services, allowing their Swiss qualified advisers to focus on delivering value to clients.
NOTE: This position suits experienced and qualified investment advisory candidates already living and working in Switzerland. A minimum of 3 years experience in wealth management is preferred. This position is NOT for someone from accounting/auditing or financial management professions.
APPLICATION: Upload your CV/resume or any other relevant file. Max. file size: 50 MB.
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