Job Responsibilities Guide clients through financial planning, education, and optimisation
Advise on retirement, investments, property, tax, and estate planning
Conduct regular client meetings and portfolio reviews
Identify opportunities for portfolio growth and wealth optimisation
Assess clients' financial goals and risk tolerance
Develop and implement tailored financial plans
Monitor and adjust plans based on market trends and client needs
Research and recommend investment opportunities
Collaborate with tax, legal, and estate planning experts
Ensure compliance with financial regulations
Educate clients on financial strategies and market developments
Minimum Requirements Higher education with a focus on Financial Planning, Advisory, Insurance, Consulting, or related fields (e.g., CIB, IAF, CFP)
Several years of experience in a client-facing role, providing consulting on retirement, investments, property, tax, and estate planning
Experience managing assets held across multiple countries
Strong sales skills with a proven ability to close deals
Outgoing and entrepreneurial personality
Fluent in English; German, French, and/or Italian is a plus
Work in an international environment that is young and entrepreneurial, yet already established.
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