FINANCIAL ADVISER – GENEVA

Opportunity Overview

Our client is a prominent financial services company managing over $12 billion in assets for more than 80,000 clients globally. As part of a major global expansion, they are seeking specialists with at least 5 years’ experience in Swiss insurance sales, Swiss and international pensions, international investments, cross-border repatriation solutions, and expertise in British/EU and Swiss personal taxation.

All candidates must be eligible for registration with BX Swiss and fully familiar with FinSA codes and Swiss Insurance Acts.

Required Qualifications

• FINMA and ARIF registered advisor (mandatory)
• Chartered Insurance Institute Diploma in Regulated Financial Planning (DipPFS)
• MCSI in Wealth Management from the Chartered Institute of Securities and Investments

Additional Requirements

• Native or bilingual international business standard English
• Fluency in French, German, Italian, and Portuguese advantageous
• Strong computer literacy; social media marketing skills preferred
• Collaborative, motivational attitude to integrate with sales teams in Geneva, Zurich, and Basel

Responsibilities

• Provide expert advice in Swiss and international pensions, investments, and cross-border repatriation solutions
• Deliver client-focused, compliant financial planning and wealth management services
• Collaborate with established sales teams to expand client base and grow assets under management
• Maintain up-to-date knowledge of Swiss and international financial regulations and taxation

Benefits

• Generous pay structure across all products
• Full support in administration, compliance, and CRM
• Comprehensive product training
• Weekly pay-runs and structured career progression
• Uncapped earning potential with performance incentives

Important Notes

This role requires FINMA and ARIF registration and experience operating within the Swiss wealth management regulatory environment. Applicants should have at least three (3) years’ client-facing experience in investment advisory or wealth management. The role is client-facing and performance-driven, emphasizing relationship development and achieving targets. Candidates with backgrounds primarily in accounting, auditing, or internal financial management may not be suitable.

All IFA job news at www.prestigeifajobs.com

Join our IFA and BDM Jobs Newsletter

Subscribe to get our latest content by email.

We respect your privacy. Unsubscribe at any time.

Built with Kit

Tagged as: OTE $60K–$120K+, Salary + Comms, Senior Role