linkfinance - Tout l'emploi en finance : offres d'emploi banque, gestion, comptabilité, IT, assurance
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- Espace candidats / Espace recruteurs
Wealth / Financial Planner (m/w/d)
- 31 juillet
- Kanton Zürich
- CDI
Our client is a Swiss financial advisor, offering services such as financial planning, investment advice, and pension guidance. They specialize in areas like tax optimization, retirement planning, socially responsible investing, and Swiss mortgages. Their mission is to help clients achieve financial freedom through personalized, straightforward advice, and focus on expats living in Switzerland.
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
Advisory of international sophisticated private and corporate clients
Independent Financial Advisory firm in the Zurich area
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
Remote working possibilities
International environment
Young and entrepreneurial, but already established environment
Flexible commission models
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
Advisory of international sophisticated private and corporate clients
Independent Financial Advisory firm in the Zurich area
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
Remote working possibilities
International environment
Young and entrepreneurial, but already established environment
Flexible commission models
