IAF Financial Advisor / Junior Finance Coach
Machine-translated from French ·
Key facts
What you bring
AFA or IAF qualifications are an asset. Higher education degree (Bachelor’s or Master’s); studies in economics, law, or management are an asset. Swiss nationality or a valid B/C permit is mandatory. Native-level French and residence in Switzerland are required. Strong aptitude for client relations, sales, and business development. Entrepreneurial mindset, self-reliant, and flexible. Good reputation, reliability, and a strong sense of ethics. Clean criminal record with no ongoing legal proceedings.
Your tasks
Start as a qualified AFA or IAF financial advisor on the Swiss Life Select financial planning platform. Advise middle- to high-income clients on their financial planning projects (property ownership, retirement, inheritance). Develop client relationships focused on sales and business development in the Lake Geneva region. Progress toward the role of Senior Consultant or a management career, including participation in a management academy and development of leadership and team management skills.
What they offer
Structured and transparent career path in financial planning, with the opportunity to obtain the Federal Diploma in Financial Advice. Customized and highly attractive remuneration. Ongoing training and significant career development prospects. Equal opportunities for all employees based on clearly defined performance and quality criteria. Opportunity to progress into management through a structured academy. Work with full autonomy within one of Switzerland’s most modern financial planning platforms.