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Private Wealth Manager - Switzerland

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Switzerland

Offer summary

Qualifications:

UK or equivalent financial advisory qualification, Extensive offshore experience, Proven track record with expatriate clients, Strong ethical standards and alignment, Transferable client book with substantial AUM.

Key responsabilities:

Provide financial advice to expatriate clients
Uphold ethical standards in client interactions
Leverage lead generation opportunities
Work with Business Development Manager post-probation

Click and Connect Online Limited Human Resources, Staffing & Recruiting Small startup https://clickandconnect.online

2 - 10 Employees

See more Click and Connect Online Limited offers

Job description

Private Wealth Manager - Switzerland

Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that offers many attractive, low-cost investment solutions with the clients best interests at its core.

Role Overview:

The selection process has begun, and our client is seeking a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will be based in Switzerland. Only experienced and ethical advisors will be considered, to align with the company's core values. Experience advising expatriate clients in the areas of investment and pension transfers is essential. Candidates not meeting these requirements will not be considered.

Key Responsibilities:

- Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.

- Uphold the firms ethical standards and core values in all client interactions.

- Leverage lead generation opportunities provided from the outset.

- After completing the probation period, work with a dedicated Business Development Manager (BDM) to further enhance client acquisition and service.

Qualifications:

- UK or equivalent financial advisory qualification.

- Extensive offshore experience.

- Proven track record of advising expatriate clients on investment and pension transfers.

- Strong ethical standards and alignment with the firms core values.

- Transferable client book with a substantial AUM.

Benefits

- Favorable Commission and AMC splits.

- Negotiable Monthly Retainer Support.

- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.

Application Process:

If you are an experienced and ethical Financial Advisor with a transferable client book and AUM, ready to take the next step in your career, we invite you to apply. Please submit your CV and cover letter, highlighting your suitability for the role and your career aspirations.

Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.