Senior Financial Consultant (m/w/d) - Vermögende Privatkunden
V&V Consulting AGZurich, Switzerland
Posted December 1, 2023
Full Time
About the Company
V&V Consulting AG is a young, dynamic independent advisory firm that has earned a strong reputation in the finance and insurance sectors. The firm offers comprehensive services for individuals and businesses, covering insurance selection, personal and corporate financing, retirement planning, investment strategy, and home financing. By partnering with all major insurers, V&V provides unbiased, tailored solutions that maximize coverage and savings for each client. Its focus on clarity, transparency, and long-term financial well-being sets it apart as a trusted partner for navigating complex financial landscapes.
Job Description
V&V Consulting AG is seeking a Senior Financial Consultant to provide personalized consulting for wealthy private clients, develop customized financial strategies, and participate in the development of consulting standards. The ideal candidate will have at least 5 years of experience in the financial sector and a strong understanding of customer needs.
Requirements
- At least 5 years of experience in the financial sector, preferably as a customer advisor for private individuals.
- Diploma in Financial Advisor IAF, Diploma in Financial Planner IAF, or comparable qualification.
- Excellent knowledge of German and English.
- Outstanding communication skills and a strong understanding of customer needs.
- Unblemished reputation
- Class B driver's license
Benefits
- Benefit from fixed customer appointments and leads.
- A dynamic and supportive team environment.
- Excellent career opportunities in a growing company.
- Attractive remuneration and performance-based bonuses.
- Work with innovative IT systems.
- Audi company car