Private Wealth Manager in Switzerland
Wealth Management firm expanding across Europe seeks experienced Financial Advisors with offshore experience to join its team in Switzerland.
About the Role
The successful candidate will provide comprehensive financial advice to expatriate clients on investment and pension transfers, upholding the firm's ethical standards and core values.
Key Responsibilities
* Provide financial advice on investment and pension transfers to expatriate clients
* Uphold the firm's ethical standards and core values in client interactions
* Leverage lead generation opportunities provided from the outset
* Work with a Business Development Manager to enhance client acquisition and service after 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 the firm's core values
* Transferable client book with substantial Assets Under Management (AUM)
Benefits
* Favorable Commission and AMC splits
* Negotiable Monthly Retainer Support
* Ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations
Application Process
If you are an experienced Financial Advisor with transferable client book and AUM, we invite you to apply. Please submit your CV and cover letter highlighting your suitability for the role and career aspirations.