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.
#J-18808-Ljbffr