Joining our client, a well-respected Wealth Management firm headquartered in Europe, presents a unique opportunity to expand your presence across various countries in the region. This growing firm is fully regulated and ethical, offering many attractive investment solutions that prioritize clients' interests.
Role Overview
We are seeking a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will be based in Switzerland, working with a dedicated Business Development Manager (BDM) to enhance client acquisition and service after completing the probation period.
Key Responsibilities
1. Provide comprehensive financial advice to expatriate clients on investment and pension transfers.
2. Maintain the firms' ethical standards and core values in all client interactions.
3. Leverage lead generation opportunities provided from the outset.
Requirements
1. UK or equivalent financial advisory qualification.
2. Extensive offshore experience.
3. Proven track record of advising expatriate clients on investment and pension transfers.
4. Strong alignment with the firms' core values and ethics.
5. Transferable client book with substantial Assets Under Management (AUM).
6. Favorable Commission and AMC splits.
7. Negotiable Monthly Retainer Support.
8. 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 a transferable client book and AUM, ready to take the next step in your career, we invite you to apply. Please submit your CV and cover letter, highlighting your suitability for the role and your career aspirations.
Our client fosters a diverse and inclusive work environment and welcomes applications from all qualified individuals.