Date Posted: 2018-10-22 | Date Modified: 2018-10-22 | Expires: 2018-11-21

Financial Advisor Geneva Switzerland

Job Description

My client is always looking to add professional and motivated individuals to their team and they currently are seeking to add two new consultants.

Whether you are already a Wealth Manager or want to start your new career in finance this position could be exactly what you are looking for.



• Booking meetings with other expatriates 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.
• You will review your clients portfolios every three months to ensure they are on track and make changes as and when required.


• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
• This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards.
• You will have a minimum of 12 months experience as a Wealth Manager.
• You will be money hungry and extremely self motivated and not need to be micro managed by your manager.
• Willing to move to Geneva
• For advisers, we are seeking experience and qualified – but we will consider lower qualifications than UK Level 4.

Please note: This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience.


Leads is the big draw for my client. They target 5 warm, pre-screened leads in the diary for each adviser per week (minimum 3) – these leads emanate from incoming inquiries, no outbound cold-calling is done.

Their sales team average GBP 500k per annum in written gross comms.


• Competitive Commission Structure
• Higher Tier Commissions for Own-Generated Business
• Trail Earnings
• Incentive on Transferal of Existing Assets Under Management
• Salary/Retainer/Financial Support - Structure Varies Region-to-Region
• The company will take are of Working Visa Requirements for suitable candidates


Comprehensive Wealth Management Financial Investments Holistic Financial Planning Individual Pension Plans Personal Financial Planning QROPS Qualified Retirement Plans Retirement Planning Self-Invested Personal Pension (SIPP) Wealth Accumulation

Language Requirements


Education Degree


Visa Support


Accepting only candidates from:

United Kingdom
Email Job

Job Criteria

Job Type

Full Time


#Financial Services

Job Location

Switzerland - Geneva


Business Development, Consulting, Finance



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