Expat Wealth & Insurance Advisor - Zug

Prestige IFA Jobs; Zug; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Performance pay

Education support

International exposure

Central Zug office

Zusammenfassung

Prestige IFA Jobs is seeking an Insurance Advisor in Zug, Switzerland to build and manage a portfolio of expatriate clients. The role focuses on advisory services, tailored financial guidance, and ongoing client relationship management in a cross-border environment.

The ideal candidate brings at least 3 years of client-facing experience in wealth or life insurance advisory, with proven sales success and fluency in German and English.

Qualifikationen

• Minimum 3+ years of client-facing experience in wealth management or life insurance advisory.
• Proven track record of sales success within the insurance or financial services sector.
• Experience working with international or expat clients is advantageous.

Aufgaben

• Drive sales within the private client sector, focusing on expatriates in Switzerland.
• Acquire new clients and expand the existing client base.
• Provide tailored advice and ongoing support to international clients.
• Prepare quotations, proposals, and participate in tenders.
• Assist in organizing company events.
• Represent the company at trade fairs and industry events.

Kenntnisse

Client-facing experience

Sales ability

German language

English language

Ausbildung

Insurance industry training

CISI / CII or FINMA qualification

Jobbeschreibung

Prestige IFA Jobs is seeking an Insurance Advisor in Zug, Switzerland to build and manage a portfolio of expatriate clients. The role focuses on advisory services, tailored financial guidance, and ongoing client relationship management in a cross-border environment.

The ideal candidate brings at least 3 years of client-facing experience in wealth or life insurance advisory, with proven sales success and fluency in German and English.