Financial Consultant

Description de l'offre

Our Financial Consultants are committed to providing our clients with a first class experience. You will assess the client needs and objectives and be confident in creating a bespoke financial plan for the clients. This will involve your recommendations on savings, insurance and wealth management issues, and advice on appropriate products from a range of top global financial institutions. As a Financial Consultant you will be expected to:

o Pride yourself on your track record of achieving and exceeding new business targets in the
financial services sector.
o Have excellent communication and analytical skills ensuring you:
- Listen to the client
- Competently assess the client’s current position
- Clearly present your recommendations in a way that builds a client understand and trust in our
services.
o Thrive in a challenging role using your drive and determination to personally succeed.
o Use your experience, maturity and wisdom to ensure client commitment and lasting
relationships.

Job Specifications:
Swiss Global Consulting Sàrl is one of Switzerland's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for Financial Planning Consultants in Geneva and Zurich, to start with immediate effect.

As a Financial Planning Consultant, you will be expected to make a fully engaged contribution to the vision of the business. You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice. You will embrace a concentration on financial planning (analyzing a client’s current position and the options available to them to meet their financial goals) and client relationship development.


Roles & Responsibilities:
o Representing Swiss Global Investments Financial Consultant Team
o Financial Planning Analysis
o Scheduling and attending client meetings to work closely to capture evolving short term and
long-term client needs which ensures client confidence in the advisor team.
o Pursuing new client relationships.
o Lead and manage a Business Development Manager /Para-planner.
o Lending your strengths toward achieving the shared business vision in collaboration with the
internal team.

Advantageous Skills:
o The Financial Consultant has an undergraduate degree in a field relevant to client counselling
such as economics, financial planning or investment analysis
o Has achieved a level 6 qualification in Financial Services (Wealth management, financial
planning or insurance disciplines)
o Has experience leading or working within a sales team

Job Requirements:
o Minimum three years’ experience within wealth management/financial advisory - no record of
client dissatisfaction or regulatory sanctions
o Minimum of a level 4 Qualification or equivalent in financial services
o Proven track record in client relationship management and acquisition
o Self-motivated, dynamic personality with an ability to work independently
o Fluent in English (French / German / Italian would be an advantage)

WHY SWISS GLOBAL?
o Pension package in line with Swiss regulation
o Defined career path
o Training and mentoring with some of the leading industry experts in savings, investments and
pensions
o Relocation assistance
o Business relationships with some of the most respected fiduciaries and private banks
o Basic salary + advantageous commission

With this role, the opportunities are endless as we are a leading, growing advisory business. So if you are interested in furthering your career in Geneva, Zurich Basel or Lausanne, please apply today enclosing your CV, a reference and a covering letter stating the location that you wish to apply for.

Profil recherché

o Minimum three years’ experience within wealth management/financial advisory - no record of
client dissatisfaction or regulatory sanctions
o Minimum of a level 4 Qualification or equivalent in financial services
o Proven track record in client relationship management and acquisition
o Self-motivated, dynamic personality with an ability to work independently
o Fluent in English (French / German / Italian would be an advantage)

À propos de Swiss Global Group

At Swiss Global we take a unique approach to managing our clients’ wealth. We understand the intricate needs of both the international professional and local residents in the jurisdictions that we operate. Offering a truly independent approach, we work with a range of Swiss Private Banks, large multinational insurance companies and investment houses. This ensures our clients not only have access to professional wealth management advice but to the investments vehicles needed to meet each client’s specific objectives.