The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth.
As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.
What are we looking for: Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients’.
Prior experience within sales, business development and relationship management preferably within the financial services or insurance industry will be a big plus. We are open to consider experience in sales from other industries like banking, real estate, hospitality etc based on your aptitude to transition into a Financial Advisory role.
Good financial acumen is very important for this role alongside networking and sales skills.
Education qualification wise, you will at least have a Bachelor’s Degree or equivalent from a recognised Institution/University in business, management, finance, marketing or commerce.
Earning Potential: We follow an entrepreneurial model where you will be earning in direct proportion to the income generated on sale of insurance and investment products.
Location and working hours: This career provide you with complete flexibility to work from our offices in Switzerland.
What do we provide: State of the art office infrastructure, continuous and on-going training and development program, complete platform on insurance and investment, full-fledged back office for client servicing, industry experienced Managers to guide and mentor you towards the achievement of results. Financial assistance to obtain relevant certifications. Additional bonus on achievement of set targets, competitive rewards and recognition program.
If you are interested in this role, please get in touch with IRC today 0207 692 5668 or firstname.lastname@example.org