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