Date Posted: 2019-06-27 | Date Modified: 2019-04-03 | Expires: 2019-07-27

Financial Coordinator BDM wanted in Switzerland

Job Description

My client is one of Switzerland's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for a few additional financial coordinators for their established offices in Geneva.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.



• Prospect for organisations and individuals online (especially on social media) or offline, to identify new leads and potential new markets
• Contact potential clients via cold calls or emails within your market or geographic area, to ensure a robust pipeline of leads
• Set up meetings between client decision makers and company’s Financial Advisers
• Plan approaches and pitches (work with Sales team to develop proposals that speaks to the client’s needs, concerns, and objectives)
• Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion (use a variety of styles to persuade or negotiate appropriately)
• Work alongside Financial Advisers, to establish their client base
• Work with technical staff and other internal colleagues to meet customer and company’s needs
• Continue self-development by attending industry functions, such as association events and conferences; and participate in internal training presentations
• Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales and development of the unique selling propositions
• Research and develop a thorough understanding and knowledge of the service provided to a client using the company’s Training Platform
• Ensure that data is accurately entered and managed within the company’s CRM
• Mentor new employees and help team members develop their skills


• Networking & Prospecting Skills
• Persuasion & Closing Skills
• Communication & Negotiation skills
• Identification of Customer Needs and Challenges
• Market & Industry Knowledge
• Self - Motivation for Success
• Professionalism & Work Ethic
• CRM & Microsoft Office Knowledge
• Ability to Build Rapport
• Time Management & Planning Skills
• Ability to Handle Pressure and Meet Sales Targets
• Excellent time management & Attention to Details



Salary CHF 2’500 monthly plus 10% commission of the financial advisor.
Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.

Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year's experience) will be considered for this role.


Business Coordination Comprehensive Wealth Management Financial Advisory Financial Investments Pension Schemes Personal Financial Planning QROPS Retirement Planning Self-Invested Personal Pension (SIPP) Wealth Management

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, Customer Service


CHF 2200 - 2200/month Swiss Franc

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