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Independent Financial Advisor

  • Sales, Business Development, Business Consulting
  • Banking, Finance, Insurance, Accounting and Trade jobs

Description

Due to a huge global expansion, we have open opportunities for a Specialist with 5 years plus experience in Swiss Insurance sales, Swiss and International Pensions, International investments, cross border repatriation solutions and essentially British / EU and Swiss personal taxation. 

Responsibilities

All candidates will need to be eligible for the BX Swiss Register and therefore be fully up to speed on all aspects of the FinSA codes and the Insurance Acts. The correct applicant will have the following minimum International finance qualifications:
- Chartered Insurance Institute Diploma in Regulated Financial Planning DipPFS and MCSI in wealth management from the Chartered Institute of Securities and Investments. 
- Native or bi-lingual to international business standard English is essential. 
- Fluency in French, German, Italian and Portuguese will be advantageous. 
- Full computer literacy required together with social media marketing skills preferable.
- Collaborative and motivational attitude is highly important for a successful integration into our established sales teams in Geneva, Zurich and Basel.

Hard Skills

  • Operating Systems
  • Social media marketing (SMM)
  • Billing, Invoicing, Collection
  • Taxation
  • Financial Reporting
  • Financial Modeling
  • Budgeting and Forecasting
  • Financial projections
  • Advanced language knowledge

Soft Skills

  • Team player
  • Skilled Collaborator
  • Self-motivated

We offer

  • Generous and high-earning pay structure on all products
  • Administration
  • Compliance
  • CRM
  • Full product training
  • A weekly pay-run and a structured, defined career progression with uncapped earning capacity and world class company performance incentives.