Financial Consultant - Switzerland

Financial Consultant




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.


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.


·       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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