Global Private Wealth Adviser for Expats

Prestige IFA Jobs; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Prestige IFA Jobs is representing a prestigious international wealth management business seeking an experienced Private Wealth Adviser to join its Geneva operation.

The role focuses on building a client base with international and expatriate clients, developing new business, and delivering wealth advice with the support of a multi-jurisdiction platform and paraplanning.

Success will be measured by client outcomes, acquisition, retention and revenue growth.

Qualifikationen

• Proven experience as Private Wealth Adviser.
• Strong network with international and expatriate clients.
• Ability to build a client book, generate new business and manage relationships.

Aufgaben

• Develop and manage a client book of international and expatriate clients.
• Generate new business opportunities and grow recurring revenue.
• Foster long-term client relationships and provide wealth advice.
• Collaborate with paraplanning and wealth management technology to optimise workflow.

Kenntnisse

New business development

Client relationship management

International & expatriate clients

Networking

Ausbildung

DipPFS / CISI Level 4 / CFP or equivalent

Jobbeschreibung

Prestige IFA Jobs is representing a prestigious international wealth management business seeking an experienced Private Wealth Adviser to join its Geneva operation.

The role focuses on building a client base with international and expatriate clients, developing new business, and delivering wealth advice with the support of a multi-jurisdiction platform and paraplanning.

Success will be measured by client outcomes, acquisition, retention and revenue growth.