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Wealth / Financial Planner (m/w/d)

Zürich Permanent View Job Description
As a Holistic Financial Planner, you will guide clients through tailored financial strategies, covering retirement, investments, property, tax, and estate planning. This client-facing role requires strong advisory skills, international asset management experience, and the ability to drive sales and portfolio growth.

Added 25/03/2025

  • Advisory of international sophisticated private and corporate clients
  • Independent Financial Advisory firm in the Zurich area

About Our Client

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.

Job Description

  • 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

The Successful Applicant

  • 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

What's on Offer

  • Remote working possibilities
  • International environment
  • Young and entrepreneurial, but already established environment
  • Flexible commission models
Quote job ref
JN-032025-6702181

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Zürich
Contract Type
Permanent
Job Reference
JN-032025-6702181

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.