Financial Consultant

Job Description

Job Title: Financial Consultant — Switzerland 

Employer: Specialist Swiss Financial Planning Firm for International Professionals

About the Company
My client is a fast-growing, process-driven Swiss wealth & financial‑planning firm based in Nyon (Canton Vaud). Serving international professionals (new arrivals to long‑standing residents), the firm delivers holistic Swiss financial planning through a proprietary online client portal and a primarily phone‑based advice model. The team of ~30 is led by experienced management and operates with strong cash flow and scalable systems.

Role Overview
The Financial Consultant will advise international professionals on tax optimisation, savings & investments, retirement/pension strategy, property access, protection planning and exit planning. The role is phone- and portal-driven, focused on delivering personalised, compliant planning at scale while building a repeatab...

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