Client Advisor

About the job

Join a thriving company

At M&F Conseil, a global consulting firm in finance and insurance, we place people, performance and excellence at the heart of our mission. Several positions are available to strengthen our various branches in the Geneva, Vaud, Valais, Neuchatel, Jura and Basel regions. Each employee will be assigned to a single branch and its geographical area.

Are you looking for a stimulating position with real prospects for advancement? Do you enjoy taking on challenges, advising, and building tailor-made solutions for your clients? Then your future starts here.

Client Advisor

Your responsibilities

• Diagnose the overall financial situation of your clients
• Propose the best solutions on the market, with complete objectivity
• Ensure the monitoring, loyalty and development of your portfolio
• Actively participate in our continuous training programme
• Benefit from qualified client appointments to accelerate your activity

Your profile

• Proven experience in consulting, sales or business development
• Holder of the AFA certification (a plus)
• Organised, autonomous and results-oriented mindset
• Strong interest in finance, strategy and interpersonal relations
• Excellent level of oral and written communication
• Ambition, rigour and a continuous desire to improve

What we offer you

• A comprehensive and certified training to quickly master your field
• A high degree of autonomy in managing your schedule
• Motivating and evolving income prospects
• A clear career plan, with opportunities to progress to managerial roles
• A stimulating work environment and a close-knit team where performance is recognised

At M&F Conseil...

You don’t just find a job, you build a career. We give you the means to achieve your ambitions.