Private Wealth Manager - Switzerland
We are seeking a seasoned and ethical Financial Advisor to join our growing firm in Switzerland. Our client, a respected Wealth Management company headquartered in Europe, is expanding its presence across various countries in the region.
This is an exciting opportunity for experienced advisors to join a fully regulated and transparent company that offers low-cost investment solutions with a focus on clients' best interests.
About the Role:
We are looking for a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.
The ideal candidate will have a proven track record of advising expatriate clients on investment and pension transfers, as well as strong ethical standards and alignment with our core values.
Key Responsibilities:
* Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.
* Uphold our firm's ethical standards and core values in all client interactions.
* Leverage lead generation opportunities provided from the outset.
* Work with a dedicated Business Development Manager (BDM) to enhance client acquisition and service after completing the probation period.
Requirements:
* UK or equivalent financial advisory qualification.
* Extensive offshore experience.
* Proven track record of advising expatriate clients on investment and pension transfers.
* Strong ethical standards and alignment with our core values.
* Transferable client book with a substantial AUM.
Benefits:
* Favorable Commission and AMC splits.
* Negotiable Monthly Retainer Support.
* The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.