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.
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.
USPs:
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
to find your next recruit
