Financial Consultant

Job Description

Job Title: Financial Consultant — Switzerland

Employer: Specialist Swiss Financial Planning Firm for International Professionals

About the Company
My client is a fast-growing, process-driven Swiss wealth & financial‑planning firm based in Nyon (Canton Vaud). Serving international professionals (new arrivals to long‑standing residents), the firm delivers holistic Swiss financial planning through a proprietary online client portal and a primarily phone‑based advice model. The team of ~30 is led by experienced management and operates with strong cash flow and scalable systems.

Role Overview
The Financial Consultant will advise international professionals on tax optimisation, savings & investments, retirement/pension strategy, property access, protection planning and exit planning. The role is phone- and portal-driven, focused on delivering personalised, compliant planning at scale while building a repeatable book of business.

Key Responsibilities
- Conduct structured client fact-finds and goals-based financial planning remotely via the client portal and phone
- Advise on Swiss-specific solutions: tax-efficient structuring, pensions, investment selection, mortgages/property financing, insurance/protection
- Prepare and present clear suitability reports and implement agreed recommendations
- Manage ongoing client relationships and regular portfolio reviews
- Work to defined sales processes and CRM workflows to progress prospects to sign‑up
- Collaborate with coordinators, contractors and specialists (tax, legal, mortgage) to deliver end-to-end solutions
- Maintain accurate compliance records and adhere to regulatory requirements
- Contribute to continuous improvement of processes and the client portal

What Makes This Role Different
- High-volume, qualified lead flow (strong meeting generation; typical consultant handles ~6 meetings/week)
- Minimal travel: phone-first advice model reduces time and cost away from the office
- Proprietary client portal and prospect management system support efficient remote advice

Candidate Profile
- Commitment to a professional career in Switzerland; prepared for a 2–5 year development path
- Minimum 2 years’ experience in financial services advising clients (experience working abroad advantageous)
- Currently resident in Switzerland with valid G permit / right-to-work
- Strong client-facing skills, disciplined, coachable and process-oriented
- Willingness to study for industry qualifications and continuously upskill
- Humble team player with high professional standards and a client-first mindset

Desirable
- Prior experience in Swiss IFA/private client advisory or with a competitor
- Language skills: English plus French and/or German

Earnings & Progression
- Competitive base salary + commission (structured, generous remuneration)
- Clear progression into senior consultant and management roles; earnings increase materially with performance and seniority
- Typical ramp-up period: 2–3 years to reach senior consultant earnings for committed, process-driven individuals

Benefits & Support
- Structured training program, mentoring from senior advisers
- Full operational and compliance support; study support for qualifications
- Remote/phone-based working model with office in Nyon; flexible arrangements
- Career mobility within an international group and opportunities for leadership roles

How to Apply
Submit a CV and brief cover note stating Swiss residency status, preferred location and career objectives via the recruiter or the client’s careers page. Shortlisted candidates will be invited to a remote interview and asked for references and proof of right to work.

Notes
My client seeks ethical, hardworking professionals who prioritise doing right by clients, colleagues and the business. Long‑term commitment and a growth mindset are essential.