Financial Planning Adviser
- Recruiter
- Fintec Recruit Ltd
- Location
- Geneva, Switzerland
- Salary
- Up to £0.00 per annum + Competetive, relocation assistance
- Posted
- 16 May 2018
- Closes
- 13 Jun 2018
- Ref
- BBBH166
- Contact
- FINTEC Team
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
FINTEC recruit is seeking Financial Planning Adviser for a leading financial global organisation. This is a permanent position based in Zurich or Geneva in Switzerland. You will be required to assess and tailor solutions for clients in terms of financial planning, insurance, wealth management offering advice on appropriate products from a range of top global financial institutions. You will be Self-motivated, a dynamic personality with an ability to work independently. Relocation assistance is available
Responsibilities :
- Scheduling client meetings and identifying short and long term client requirements.
- Pursuing new client relationships.
- Lead and manage a Business Development Manager /Para-planner.
- Liaison with internal teams.
Skills and Experience for the Financial Planning Adviser role:
- A degree in a field relevant discipline eg economics, financial planning or investment analysis
- Achieved a level 6 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
- Has experience leading or working within a sales team
Job Requirements:
- Minimum three years' experience within wealth management/financial advisory
- Minimum of a level 4 Qualification or equivalent in financial services
- Proven track record in client relationship management and acquisition
- Fluent in English (French / German / Italian would be an advantage)
If you have the qualifications and experience and looking for a new lifestyle and change please submit your current CV or contact us by visiting our FINTEC recruit web site