About the Company
Our client is a growing financial services organisation based in Switzerland, focused on delivering high-quality financial planning solutions to international professionals. Their offering spans everything from Swiss pension system optimisation to complex international pension transfers.
With a team of FINMA and ARIF registered advisers, they service clients across Switzerland through a highly efficient digital model, supported by a Nyon-based operations team and a sophisticated online client portal.
Responsibilities
• Meet with clients via MS Teams, telephone, and occasional face-to-face meetings to assess financial situations
• Introduce the company’s proposition and guide clients through the financial planning process
• Gather detailed client information including investments, savings, tax efficiency, real estate, and risk tolerance
• Develop tailored financial plans covering tax optimisation, real estate goals, education funding, and retirement planning
• Prepare financial planning reports using in-house templates to ensure suitability and compliance
• Liaise with clients and administration teams to execute product applications and investment instructions
• Conduct regular client reviews and adjust financial strategies where required
• Maintain up-to-date market and regulatory knowledge through ongoing professional development
• Accurately manage and update the internal CRM system, ensuring high standards of data integrity
Requirements
• FINMA and ARIF registered advisor (essential)
• Minimum 3 years’ experience in financial services, including international exposure
• Experience working in a client-facing financial planning or advisory role
• Strong understanding of financial planning concepts and offshore/international structures
• Fluent English (additional languages such as French or German are advantageous)
• Strong organisational skills with the ability to manage multiple client workflows
• High attention to detail and adherence to structured processes
• Strong IT skills, including Microsoft Office 365 and CRM systems
Ideal Candidate
• Aged between 33 to 45 years old
• Already living and working in Switzerland with at least one year at a competitor firm
• Minimum 5 years’ experience in financial services
• Holds relevant financial services qualifications
• Committed to building a long-term career in Switzerland
• Humble, professional, and willing to learn and develop over time
• Understands the long-term nature of success in financial planning (2–3 year progression)
What They Value
• Doing the right thing for clients, colleagues, and the business
• Working with driven, professional, and grounded individuals
• Long-term career commitment and continuous professional development
• Strong work ethic and realistic expectations around success
• Individuals who are coachable and committed to ongoing learning
What They Are Not Looking For
• Arrogant or short-term focused individuals
• Candidates expecting immediate high earnings without commitment
• Individuals unwilling to invest time in exams and development
• Candidates lacking strong IT literacy
Benefits
• Basic salary of CHF 6,000 per month
• Performance-related annual bonus
• OTE Year 1: CHF 84,000
• OTE Year 2: CHF 126,000
• OTE Year 3: CHF 154,000
• Full support for further professional exams and qualifications
• Structured career progression within a professional environment
Conditions
• Full-time permanent position
• Must have the right to work in Switzerland (Swiss national, B/C permit, or EU citizen eligible to relocate)
Additional Highlights
• Fully digital client servicing model reducing time spent travelling
• Advanced proprietary online client portal and back-office systems
• Strong operational and administrative support from Nyon-based team
• Efficient and modern approach to financial planning delivery
Please note: This role requires FINMA and ARIF registration and experience operating within the Swiss wealth management regulatory environment. Applicants should have a minimum of three (3) years’ experience in client-facing investment advisory or wealth management roles. The position is client-facing and performance-driven, with a strong focus on relationship development and achieving targets. Backgrounds primarily focused on accounting, auditing, or internal financial management are unlikely to be suitable.
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