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Financial accountant • genf

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Pension & Financial Planning Advisor

Dilife & Co SACarouge, Switzerland

Our mission is to build solid, sustainable and bespoke financial strategies, placing people, trust and excellence in advice at the heart of every collaboration.As part of our development, we are lo... Mehr anzeigen

 • Gesponsert • Neu!

Senior Accountant M/F 100%

OK Job SAGenève, Switzerland

On behalf of our client, we are looking for a.Switzerland, experience in industry a strong ASSET.Autonomous / mastery of general accounting.SAP or other / very comfortable with IT tools.Sense of re... Mehr anzeigen

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Experienced Real Estate and PPE Accountant 100%

Moser Vernet & CieGenève, Switzerland

For over 130 years, we have placed customer satisfaction and a passion for quality work at the heart of our concerns.To complete our Accounting team, we are looking for a.Experienced Real Estate an... Mehr anzeigen

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Finance Manager

MSC Mediterranean Shipping CompanyGeneva, CH

We are searching for an experienced Finance Manager at our MSC Geneva facility.Primary Duties and Responsibilities.We are seeking a dynamic Finance Managerwith strong exposure to business partnerin... Mehr anzeigen

Manager - Financial Accounting Advisory Services - Geneva

EYGeneva, Switzerland

At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ... Mehr anzeigen

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Real Estate Accountant - Real Estate Fund Environment - Geneva

Fed GroupGenève, Switzerland

Do you have experience in property accounting within property management and wish to move towards a more institutional and investment-oriented environment?.Real Estate Accountant - Real Estate Fund... Mehr anzeigen

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Finance Apprentice – Financial Analysis & Operations

GICHDGeneva

The Geneva International Centre for Humanitarian Demining (GICHD) is an international expert organisation based in Switzerland.The GICHD works to reduce the impact of mines, cluster munitions and o... Mehr anzeigen

Accountant in Property Management

Michael Page SwitzerlandGenève, Switzerland

Position for a property accountant specialised in rental management with full responsibility for a portfolio in a well-established agency in Geneva.Stable, structured and training environment, with... Mehr anzeigen

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Budget Officer (H/FD)

AdeccoMeyrin, Ge, Switzerland

This is an excellent opportunity to contribute to an ambitious long-term project while working alongside experts from a wide range of disciplines.Reporting directly to the Project Office Lead, you ... Mehr anzeigen

Internship - Enhancing Financial Knowledge Access with Generative AI

Lombard OdierGeneva

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op... Mehr anzeigen

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Head of Accounting Department M/F, Permanent Contract, 100%, Accounting Department - Finance

Hospice GénéralGenève, Switzerland

At Hospice général, we work for better living together in Geneva.Founded in 1535 in Geneva, our institution supports people who, at a certain point in their lives, need assistance for the necessary... Mehr anzeigen

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Financial Reporting Accountant - Trading House

Michael PageGeneva, CH

Prepare and review financial statements in compliance with accounting standards.Ensure timely and accurate reporting of financial data to internal and external stakeholders.Collaborate with the acc... Mehr anzeigen

Trust Accountant

Finders1204 Genève, CH

Our client is a respected independent provider of trust and corporate services with an established presence in Geneva and an international client base.Renowned for delivering bespoke solutions to p... Mehr anzeigen

Senior Anti Financial Crime Officer

Deutsche BankGeneva Place des Bergues 3

For over 150 years, our dedication to being the for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, exp... Mehr anzeigen

Consultant - Deal Advisory - Valuation & Financial Modelling

KPMGGeneva, Region Westschweiz, Switzerland

Develop complex, integrated financial models.Participate in engagements such as fairness opinions, pricing analysis for M&A transactions, valuations for accounting and tax planning purposes, or... Mehr anzeigen

Senior Financial Crime Risk Steward - Fixed Term Contract 12 months

HSBC Global Services LimitedGeneva, Gene, CH

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.The Senior Financial Crime Risk Steward  role will consist of setting policy, give advice and provide independent challen... Mehr anzeigen

VP Finance

BlueThroneGeneva, Geneva, Switzerland

We acquire apps with proven product-market fit and turn them into category leaders —.ARR built through sharp execution and six strategic acquisitions to date.Our Investment team is the tip of the s... Mehr anzeigen

Accountant - Financial services

LHHGeneva, Switzerland

Notre client est un acteur reconnu du secteur des services financiers basé à Genève.Dans le cadre du renforcement de son équipe financière, il recherche un(e) Comptable expérimenté(e) pour accompag... Mehr anzeigen

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Group Financial Controller & Risk Manager [Geneva]

Taurus SAGeneva, Switzerland
Quick Apply

Do you want to be part of a new entrepreneurial adventure and help build the next global FinTech? Then we might just have the job for you.Taurus is a FINMA-regulated securities firm, headquartered ... Mehr anzeigen

Lawyer - Legal, Regulatory & Compliance - Financial Services (Geneva)

EYGrand-Lancy / Geneva, CH

Legal & Financial Services, Regulatory & Compliance Practice.We focus on the financial services industry and support our clients in the whole variety of legal and regulatory issues.Interesting topi... Mehr anzeigen

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Pension & Financial Planning Advisor

Pension & Financial Planning Advisor

Dilife & Co SACarouge, Switzerland
Vor 14 Stunden
Stellenbeschreibung

Join DiLife

With over 15 years of experience in financial planning and advice, DiLife supports a discerning clientele in managing, optimising and planning their wealth.

Our mission is to build solid, sustainable and bespoke financial strategies, placing people, trust and excellence in advice at the heart of every collaboration.

As part of our development, we are looking for a Pension & Financial Planning Advisor wishing to commit long-term within an independent, innovative and fast-growing firm.

About DiLife

Since its inception, DiLife has had a clear ambition: to offer independent wealth advice based on expertise, proximity and a long-term vision.

Today, our firm supports individuals, entrepreneurs and families in their pension, retirement and wealth planning projects, with a comprehensive and personalised approach.

Our development also relies on innovation thanks to Pillarum, our in-house developed digital platform that simplifies and optimises the search for pension solutions.

Our teams operate within ARCADE, a modern space bringing together several complementary areas of expertise in an environment designed to foster collaboration, excellence and innovation.

Your responsibilities

You support your clients in building and evolving their wealth strategy.

In this capacity, you will be expected to:

  • Develop and retain your client portfolio.
  • Conduct pension analyses and personalised financial planning.
  • Advise your clients on the following topics: occupational pension (LPP); vested benefits; third pillar; retirement optimisation; wealth planning.
  • Ensure regular follow-up and build a long-term relationship of trust.
  • Actively contribute to the firm's development through your ability to qualitatively grow your portfolio.

At DiLife, we primarily seek trusted advisors capable of supporting their clients long-term through the quality of their expertise and guidance.

Your profile

Education
  • AFA certification mandatory or in progress.
  • Additional training in financial planning is an asset.
  • Experience in financial, banking or wealth advisory is desirable.
Your qualities

You are:

  • driven by a genuine entrepreneurial spirit;
  • endowed with excellent commercial skills focused on portfolio development and building lasting relationships;
  • recognised for your organisational skills, autonomy and rigour;
  • solution-oriented, with strong listening and analytical abilities;
  • motivated to thrive in a demanding environment where quality advice is paramount.

What we offer you
  • A premium working environment within ARCADE, a place designed to encourage exchange, innovation and excellence.
  • Efficient digital tools, including Pillarum, developed to optimise your daily work and enrich the client experience.
  • A passionate, committed and caring team.
  • An attractive remuneration package composed of a fixed salary and an incentivising variable pay system.
  • Real autonomy in organising your activity.
  • Continuous training and support in your professional development.
  • Genuine career prospects within a rapidly growing firm.

Why join DiLife?

Joining DiLife means becoming part of an independent firm that combines expertise, innovation and proximity.

It means working in a modern environment where tools, working methods and quality exchanges allow each team member to fully develop their potential and offer excellent support to their clients.

If you wish to join an ambitious team, share strong values and contribute to the development of a firm recognised for its professionalism, we would be delighted to meet you.

Interested?

Send us your CV along with a few lines about your background and motivations.We look forward to speaking with you.

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