Consultant Finance & Accounting (m/w)

Our new client is an expanding organisation in the financial services sector in Switzerland. They have a team of FINMA and ARIF registered advisers working with clients throughout Switzerland via their interactive client portal which allows them to work remotely; Our client is looking to recruit a Financial Consultant who has broad knowledge of the concept of financial planning for international professionals working in Switzerland.
Introducing the company and its proposition to clients, helping clients to understand the business process flows, and obtaining key information about clients, including information about their current investments, savings, tax efficiency, real estate assets and their risk tolerance.
Developing financial plans to meet clients’ needs specifically focused on tax optimisation saving strategies, real estate purchase goals, saving for the cost of further education for children and overall retirement planning (accumulation phase)
Liaising with clients and the company administration team to submit product applications and investment instructions in accordance with clients’ wishes.
Maintaining up to date financial knowledge through tracking financial markets, general economic conditions and participating in ongoing professional training. Further professional exam support and qualifications fully supported and encouraged.
People who have high expectations and aspire to become real professionals, taking exams and furthering their knowledge on an ongoing basis.
Arrogant people from the “old world” of Finance
Someone who knows that they will need to study to pass local exams (if not yet done)
Has already worked abroad in financial services for three (3) years.
Those who can appreciate that it is a 2-3 year commitment before becoming a successful Senior Consultant
Someone who has already worked abroad in financial services for five (5) years.
Someone who already has financial services qualifications.

Either insurance intermediation based (IAF, AFA) or internationally recognised qualification framework (CFP, CISI, PFS, EFA, STEP)
Knowledge of the Swiss social security system and implications for foreign nationals living and working in Switzerland
Languages – fluent English essential, other languages desirable (particularly French and German)
IT literate and be able to understand how to manage multiple software applications such as Microsoft Office 365 Suite, LinkedIn Sales Navigator and plugins we may provide to assist with automation.
Full time permanent position
Historically, this firm used to provide their services face to face, which primarily restricted their consultants to the French-Speaking part of Switzerland. Prestige IFA Jobs had the privilege to be taken on a tour of their online back-office “briefcase” system, and it’s very unique and efficient program that we highly recommend.
This position would typically suit experienced and qualified investment advisory candidates already living and working (but not limited to) in Switzerland. This position is NOT for someone from the accounting / auditing or financial management profession.