Financial Advisor – (a)- Festanstellung – (2074)

smiti AG WorkFromHome

Stellenbeschreibung:

Overview

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 .