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- Tasks: Engage with clients, design financial strategies, and promote products to meet sales targets.
- Company: Join a leading financial advisory firm committed to client-centric financial planning since 2010.
- Benefits: Enjoy competitive remuneration and the flexibility of remote work options.
- Why this job: Be part of a dynamic team that values professional growth and offers a meaningful impact on clients' lives.
- Qualifications: 3 years in wealth management preferred; must be client-facing and target-driven.
- Other info: Ideal for experienced advisors in Switzerland or those seeking a fully remote role.
The predicted salary is between 28800 - 48000 £ per year.
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Our Client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support.
Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind.
Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape.
Our client is currently looking for advisors who want to work either IN Switzerland, but can also accommodate a full REMOTE advisory situation.
Duties And Responsibilities:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
- Perform the research and analysis required to prepare plans for clients.
- Designing financial strategies, and assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Liaising with head office and financial services providers, including negotiating with product suppliers for the best possible rates.
- Communicating with other professionals, such as estate agents, solicitors and valuers.
- Keeping up to date with financial products and legislation, meeting the relevant regulatory requirements, and communicating these to clients.
- Producing financial reports.
Duties And Responsibilities:
- Swiss Financial Advisor IAF
- FINMA Registered
- UK Level 3 but studying for level 4
- Asset / Investment Management Certificate or equivalent
Experience:
- 3 years of experience preferred.
Package & Remuneration:
Competitive remuneration.
Licensing: FINMA register (no. 29575) ; Polyreg, OSFIN ; MiFID II; MFSA; EU Passporting
Our client is also member of the following professional associations:
- Chartered Insurance Institute (CII)
- Swiss portfolio managers association (VSV/ASG)
- Swiss Registered Investment Adviser Association (SRIAA)
Please note: For Swiss opportunities, this position would typically suit experienced and qualified investment advisory candidates already living and working in Switzerland. The company embraces a fully remote model as well. A minimum of 3 years experience working in the wealth management business is preferred. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
Tagged as: advisor, Asia, Brussels, careers, Chartered IFA, DipPFS, Financial Advisor, IFA Consultant, IFA Jobs, Independent Financial Advisor, International IFA, investment advisor, investments, jobs, Spain, Switzerland, Wealth Management Advisor, Wealth Manager
Seniority level
-
Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Financial Consultant – EU employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant – EU
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in Switzerland or remotely. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations relevant to the EU market. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your previous client interactions and how you've successfully met their financial needs. Highlight specific examples where you designed strategies that led to positive outcomes for your clients.
✨Tip Number 4
Research the company’s values and mission statement. Tailor your conversations during interviews to reflect how your personal values align with theirs, particularly in terms of client service and ethical financial advising.
We think you need these skills to ace Financial Consultant – EU
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Consultant position. Tailor your application to highlight relevant experience in financial planning, client management, and sales.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in wealth management and client-facing roles. Mention specific achievements or targets you've met in previous positions to demonstrate your capability.
Showcase Your Qualifications: Make sure to include any relevant qualifications, such as certifications in finance or economics. If you're studying for additional qualifications, mention this to show your commitment to professional development.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you're interested in the role and how your skills align with the company's mission. Use specific examples to illustrate your points and convey your enthusiasm for the position.
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can meet clients' needs and how you would promote them effectively.
✨Demonstrate Client-Centric Thinking
Showcase your ability to put clients first. Prepare examples of how you've successfully tailored financial strategies to meet individual client needs, highlighting your communication skills and empathy.
✨Stay Updated on Regulations
Familiarise yourself with the latest financial regulations and compliance requirements relevant to the role. Being knowledgeable about these will demonstrate your commitment to professionalism and ethical standards.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to solve a problem or make a decision based on a client's situation. Practising these types of questions can help you articulate your thought process clearly during the interview.
