Job Description

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:

Provide comprehensive financial and wealth management advice to assigned clients, focusing on long-term financial planning and investment strategies. Build and maintain strong relationships with clients by delivering high-quality service and tailored financial solutions. Reception and transmission of orders in relation to one or more financial instruments Analyze client portfolios and recommend adjustments based on market trends, risk appetite, and personal financial goals. Collaborate closely with internal investment and support teams to ensure seamless client service. Stay up to date with market developments, regulatory changes, and industry best practices. Work flexibly between home office (2–3 days per week) and on-site meetings with clients or colleagues as needed.

Profile:

Degree in

Finance, Economics, Business Administration

, or a related field;

CFA certification

is highly desirable. Proven experience in

Wealth Management

or a similar advisory function. Strong command of

English

(spoken and written) is essential.

Italian

language skills are highly valued;

German

is considered an advantage. Excellent interpersonal and communication skills, with the ability to advise clients with empathy and professionalism. Strong analytical mindset and problem-solving abilities. Based in or willing to relocate to the

Frankfurt area

.

Please send us your application with CV, diplomas and reference letters.

Julian Deb,

julian.deb@smiti.ch

, +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


Unser Karriere-Podcast:

Spotify: https://open.spotify.com/show/6yRAyQsK6EKXgSl85vZ9aF


Apple: https://podcasts.apple.com/us/podcast/täglich-grüsst-der-montag/id1731690960


Youtube: https://www.youtube.com/@TaglichgrusstderMontag


Unser CV-Tool für ATS angepasste CVs: www.freshCV.ch