smiti AG in Zurich is specialiced in Perm and contract positions in IT, HR, Sales, Finance, Marketing and Merchandise.
For our customer in Frankfurt we are searching a Financial Advisor – (a) – Perm position – (2074)
We are seeking a dedicated and knowledgeable Financial Advisor with a strong background in Wealth Management to join our customers team. This role offers the opportunity to work with an existing client base – no client acquisition is required.
Responsibilities:
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Provide comprehensive financial and wealth management advice to assigned clients, focusing on long-term financial planning and investment strategies.
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Build and maintain strong relationships with clients by delivering high-quality service and tailored financial solutions.
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Reception and transmission of orders in relation to one or more financial instruments
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Analyze client portfolios and recommend adjustments based on market trends, risk appetite, and personal financial goals.
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Collaborate closely with internal investment and support teams to ensure seamless client service.
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Stay up to date with market developments, regulatory changes, and industry best practices.
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Work flexibly between home office (2–3 days per week) and on-site meetings with clients or colleagues as needed.
Profile:
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Degree in Finance, Economics, Business Administration, or a related field; CFA certification is highly desirable.
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Proven experience in Wealth Management or a similar advisory function.
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Strong command of English (spoken and written) is essential.
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Italian language skills are highly valued; German is considered an advantage.
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Excellent interpersonal and communication skills, with the ability to advise clients with empathy and professionalism.
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Strong analytical mindset and problem-solving abilities.
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Based in or willing to relocate to the Frankfurt area.
Please send us your application with CV, diplomas and reference letters.
Julian Deb, [email protected], +41 76 566 55 44
P.S. Promotion in eigener Sache:
wertvolle Infos für Bewerbende und Arbeitgebende auf unserer LinkedIn-Firmen-Seite:
https://ch.linkedin.com/company/smiti-ag
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