Financial Advisers - Switzerland

Vacancies in Europe

Job reference: GN-2102-10297

Short Description

Our Client has an opportunity for experienced advisers to join their network. This will appeal to advisers who are already working offshore in Switzerland or thinking of relocating there.

Job Detail

Our Client provides independent financial advice to HNW expatriates across the world. With offices in Switzerland (Zurich) and Cyprus, they deliver a high quality service to Clients in the offshore financial services marketplace. They are now looking to expand their team and are inviting experienced, established financial advisers to join them in Switzerland who will benefit from the support of a network with licenses and agency agreements in place in order to trade more effectively, thereby increasing their own FUM. Other locations are also available. 


o Management team with back office support

o Compliance and Investment department based in Cyprus

o Regulated in Switzerland via FINMA, EU through IDD with access to MIFID solutions via key investment  partners.

o Terms of Business and agency agreements with product providers

o Product training provided

Candidate Profile - Financial Advisers:

    • Established in Europe, preferably with at least 10+ years' experience as an adviser
    • Qualified, ideally to Level 4 DipFS
    • Existing FUM of GBP 10-15m ideally (if already based in Switzerland)
    • Self-employed
    • Independent or part of a brokerage
    • Articulate and professional

Financial Adviser package:

    • Excellent Commission rates
    • Guaranteed payment of commissions/fees
    • Back office support, including Compliance and Investment department
    • Working in a regulated, licensed environment
    • Advisers can join our Client or select to be Appointed Reps; there is a flexible model to suit advisers' needs
    • Potential PBO/exit strategy

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