Company Description
MWC Group is a Swiss independent financial advisory and asset manager located in Zug. We provide services to private clients in areas of asset management, pensions, insurance and mortgages.
Role Description
This is a full-time role for a Qualified Financial Adviser with an existing client book. As a financial adviser you will be responsible for providing comprehensive financial planning and advisory services to clients. This includes creating personalised financial plans, advising on retirement planning, recommending investment strategies and offering guidance on various financial matters. We have positions available in Switzerland, Cyprus and the UK.
Qualifications
- Expertise in Financial Planning and Investment Strategies
- Strong Knowledge and experience in Financial Planning and finance
- Excellent communication and interpersonal skills
- Ability to work independently and as a team
- Relevant certifications for Swiss based advisers and UK based advisers