Key Responsibilities
* Guide clients through comprehensive financial planning, education, and optimisation strategies.
* Provide expert advice on retirement planning, investments, property management, taxation, and estate planning.
* Conduct regular client meetings and portfolio reviews to identify areas for improvement.
* Proactively seek opportunities for portfolio growth and wealth optimisation.
* Evaluate clients' financial goals and risk tolerance to develop tailored financial plans.
* Maintain ongoing communication with clients to monitor market trends and adjust plans as necessary.
* Research and recommend investment opportunities that align with clients' objectives.
* Collaborate with experts in tax, law, and estate planning to ensure comprehensive support.
* Ensure compliance with all relevant financial regulations.
* Offer educational resources to clients on various financial strategies and market developments.
Minimum Qualifications
* A degree in a field related to Financial Planning, Advisory, Insurance, Consulting (e.g., CIB, IAF, CFP).
* Substantial experience in a client-facing role, providing consulting services on retirement planning, investments, property, tax, and estate planning.
* Experience managing assets across multiple countries.
* Strong sales skills, with a proven track record of successfully closing deals.
* An outgoing and entrepreneurial personality.
* Fluency in English is essential; proficiency in German, French, and/or Italian is a desirable asset.
Our international environment is characterised by a dynamic, young, and entrepreneurial spirit, combined with a solid foundation of experience and expertise.