Offshore Financial Advisor Zurich

3 - Years    Zurich, Switzerland
7ma Oeste, Volcancito, Panama

Job Description

Our client is an experienced international IFA company properly licensed for doing business in the EU.

The company has an incredible and established business in Qatar with expansion in the EU. They are now looking for experienced financial advisers for their new offices in Zurich, Switzerland.

We are looking for a Financial Adviser to act as an intermediary between the company and its clients. You will provide to their clients financial guidance and make recommendations on how to best utilise their money.

UK level 4 CISI financial services qualifications preferable.


?? Booking meetings with other expatriates who are living and working in Switzerland by actively networking and calling new contacts.
?? Meeting with your potential clients face to face in order to establish their financial dreams and goals.
?? After listening to your clients requirements, you will research the markets to find a suitable solution for them. You will then present your proposal and take them on as a client
?? You will review your clients portfolios every three months to ensure they are on track and make changes as and when required.

?? This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
?? This is a new business position and you will need to have a proven track record of being successful as a Wealth Manager or a Sales Representative. This is a challenging role but has amazing financial rewards.
?? You will have a minimum of 12 months experience as a Wealth Manager.
?? You will be money hungry and extremely self motivated and not need to be micro managed by your manager.
?? Willing to move to Zurich
?? For advisers, we are seeking experience and qualified – but we will consider lower qualifications than UK Level 4.


??Competitive Commission Structure, up to 5.25% on lump sum business.
??Incentive on Transferal of Existing Assets Under Management
??Salary/Retainer/Financial Support – Structure Varies Region-to-Region
?? The company will take are of Working Visa Requirements for suitable candidates


?? Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
?? Aggressive expansion plans through the middle east and Europe, giving strong career development prospects
?? My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career
?? No office costs
?? Clients rate the IFA company 9 out 10 stars on TrustPilot


As soon as £100K commissions is issued the consultant will get an immediate uplift on all future business issued for that year on lump sum and fee based business.
??Lump Sum: 4% will increase to 5.25%
??Fees Business: 50% will increase to 75%

Please note: This position would typically suit experienced UK  CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience.

Skills Required

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Job Detail

  • Job Id
  • Industry
    Banking/Financial Services/Broking
  • Total Positions
  • Job Type:
    Full Time
  • Salary:
  • Employment Status
  • Job Location
    Zurich, Switzerland
  • Education
  • Experience
    3 - Years
  • Apply By
    May 24, 2020
  • Job Posting Date
    Jan 24, 2020