FinstechFinstech

Financial Consultants – Geneva, Switzerland

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Job Description

My client is a highly successful financial planning firm based in Geneva, Switzerland who are looking to expand their current operation by recruiting a new Financial Consultant. The organisation are incredibly forward thinking and their tried & tested approach is as unique to the Swiss market as it is successful!

The opportunity presented by the client not only offers the successful candidates a great basic salary with uncapped commission but also a supportive & inclusive culture, where the successful candidates will be encouraged to further develop as financial advisors, with a view to becoming fully qualified consultants in the future.

What’s On Offer

  • Lucrative compensation structure, with €90k+ on offering in year 1
  • Compensation expected to grow 30% year on year for years 1-3
  • Training & support towards becoming fully qualified consultants
  • Forward thinking company interested in your long term future development

The objective of the successful candidate will be to develop the leads provided by the CRM team and online lead generation campaigns into clients that the successful candidate will then manage & develop. The majority of client interaction is conducted over the phone so there is no unnecessary time wasted travelling, which means more time can be spent developing the client book and perfecting the adoption of the client’s process.

Responsibilities

  • Booking meetings with HNW individuals who are living and working in Switzerland by actively networking and calling new contacts.
  • Meeting with your potential clients face to face in order to establish their financial dreams and goals.
  • After listening to your clients requirements, you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Requirements

  • Level 4 Diploma In Regulated Professional Financial Advice is preferred but not essential
  • 2+ years experience as a Financial Adviser in the Swiss market
  • Be based in Geneva, or willing to relocate (the role is office based)
  • Some transferable AUM in Swiss market is welcomed but not mandatory
  • Excellent computer literacy and ability to operate portal & database systems
  • Possess strong communication skills

Bonus Points

  • The desire to do the right thing for our clients, our employees and the company
  • To want to work with like-minded people, who are humble yet hungry for success.
  • People who have high expectations and aspire to become real professionals, taking exams and furthering knowledge on an ongoing basis
  • Someone who works hard and understands that it can take time to succeed

Job Summary

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Geneva, Switzerland Location
Full Time Job Type
FinstechFinstech

About

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