Remote Financial Advisor – Switzerland (FINMA/ARIF)

International Financial Advisor Jobs; Remote; CHF 6’000 - 154’000; Vollzeit

Zusammenfassung

A financial consulting firm in Geneva seeks a Financial Consultant to provide advice on financial planning to international professionals. This role involves assessing clients' financial situations, preparing tailored plans, and maintaining client relationships primarily through digital means. Candidates must be knowledgeable about the Swiss financial landscape and hold FINMA and ARIF registration. The position offers a full-time permanent contract with a competitive salary structure aligned with performance metrics.

Qualifikationen

• Minimum 3-5 years experience in a similar role.
• Fluent English essential; other languages like French and German are desirable.
• You must be a FINMA and ARIF registered advisor.

Aufgaben

• Meet with clients remotely or in person to assess financial situations.
• Develop financial plans focused on tax optimization and retirement planning.
• Prepare financial planning reports confirming suitability of proposals.

Kenntnisse

Fluent English

Knowledge of Swiss social security

Good organizational skills

Attention to detail

IT literate

Ausbildung

Degree level/Higher education qualification

Financial Planning Qualifications

Tools

Microsoft Office 365 Suite

LinkedIn Sales Navigator

Jobbeschreibung

A financial consulting firm in Geneva seeks a Financial Consultant to provide advice on financial planning to international professionals. This role involves assessing clients' financial situations, preparing tailored plans, and maintaining client relationships primarily through digital means. Candidates must be knowledgeable about the Swiss financial landscape and hold FINMA and ARIF registration. The position offers a full-time permanent contract with a competitive salary structure aligned with performance metrics.