Financial Consultant - Switzerland

Financial Consultant

Switzerland.

 

COMPANY DESCRIPTION:

New and innovative wealth management firm servicing the local and expatriate HNW market in Switzerland.

Registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA) and a Member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Developed a unique Client Portal and Prospect management system which allows consultants to follow a well-defined and successful sales process over the phone remotely throughout Switzerland, without having to leave the office.


OPPORTUNITY:

Established start-up with a sound business model, process driven and a management team each with over 10 years’ experience in the industry.

Forward-looking company where 90% of business is done on the phone – no more time-consuming face to face meetings unless there for a sign-up.

Online portal, internal processes, digital marketing and well-trained business development team can provide leads and appointments for consultants with a track record.

Remote client portal opens up additional regions unique for a small business.

Depending on level of experience, starting consultants should expect CHF 90,000 to CHF 150,000 in their first year and aim to increase this by 25-30% each year for 1st three years.

With uncapped earnings potential, experienced advisors with transferable clients should earn much more.


WHAT IS IMPORTANT TO US:

·       Doing the right thing for our clients, our employees, the company.

·       Working with good people, who are humble, want to learn and build a career.

·       People who have high expectations and aspire to become real professionals, taking exams and furthering knowledge on an ongoing basis.

·       Working hard and understanding that it takes time to succeed to succeed.

 

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