Wealth Advisor – Neuchâtel, Fribourg, Jura, Bern (M/F)

Location: Neuchâtel, Fribourg, Jura, Bern
Rate: 100% (or to be defined)
Contract: Permanent
Start date: To be agreed

SVAG Swiss Wealth Advisory is part of the DVAG Group, Europe’s leading wealth advisory firm, renowned for the robustness of its model, the quality of its support and its long-term vision. Present in several European countries, the group supports 8 million private and professional clients in structuring, protecting and developing their wealth.

In Switzerland, SVAG Swiss Wealth Advisory supports individuals and businesses at every stage of their financial life through a comprehensive, independent and personalised approach. Our areas of expertise cover pension provision, financial investments, insurance, tax optimisation, wealth transfer as well as property solutions. Our priority is to provide clear, sustainable recommendations tailored to each client’s objectives.

As part of our strong growth in French-speaking Switzerland, we are strengthening our teams and looking for several Financial Advisors, both motivated beginners wishing to train in the profession and experienced professionals seeking to develop in a structured, entrepreneurial environment focused on quality advice.

Your mission

• Advise and support private clients on all wealth-related matters
• Conduct a comprehensive analysis of the client’s financial situation and objectives
• Propose suitable solutions in pension provision, insurance, investments and property
• Develop, retain and manage a client portfolio
• Build a lasting relationship of trust with your clients

Your profile

• Training or initial experience in finance, banking, insurance or advisory
• Experience in financial or wealth advisory is an asset, but not essential
• Strong interest in training
• Marked interest in advisory, client relations and tailored solutions
• Entrepreneurial spirit, autonomy and sense of responsibility
• Excellent command of French (spoken and written)

An advantage:

• Diploma AFA, IAF or Federal Financial Advisor Certificate

Requirements:

• Residence in Switzerland and valid residence permit

We offer you

• The solidity and reputation of a leading European group (DVAG)
• A stimulating and structured professional environment
• Comprehensive initial training and a continuous training programme
• Personalised support and field coaching
• A wide range of quality wealth solutions
• Great autonomy in work organisation
• Attractive and progressive remuneration prospects
• Real opportunities for advancement and specialisation

Please send your complete application file (CV and cover letter).
All applications will be treated in strict confidence.