Wealth Advisor – Lausanne / Nyon / Genève / Vevey

Location: French-speaking Switzerland: Lausanne / Nyon / Genève / Wealth Advisor – Lausanne / Nyon / Genève / Vevey Location: French-speaking Switzerland: Lausanne / Nyon / Genève / Vevey Rate: 100 % (or to be defined) Contract: Indefinite duration Start date: To be agreed SVAG Conseil en Patrimoine Suisse is part of the DVAG group, a European leader in wealth management, recognized for the solidity of its model, the quality of its support, and its long-term vision. Present in several European countries, the group supports 8 million private and professional clients in the structuring, protection, and development of their wealth. In Switzerland, SVAG Conseil en Patrimoine Suisse supports individuals and companies at every stage of their financial life through a global, independent, and personalized approach. Our areas of expertise cover pension planning, financial investments, insurance, tax optimization, wealth transfer, as well as real estate solutions. Our priority is to provide clear, sustainable recommendations adapted to each client's objectives. As part of our strong development in French-speaking Switzerland, we are strengthening our teams and looking for several Financial Advisors, including motivated beginners wishing to train for the profession as well as experienced professionals wishing to evolve in a structured, entrepreneurial, and quality-oriented advisory environment. Wealth Advisor – Lausanne / Nyon / Genève / Vevey Your mission Advise and support a private clientele on all wealth-related topics Conduct a global analysis of the financial situation and client objectives Propose adapted solutions in pension planning, insurance, investments, and real estate Develop, retain, and monitor a client portfolio Build a lasting relationship of trust with your clients Your profile Training or first experience in finance, banking, insurance, or consulting Experience in financial or wealth advisory is an asset, but not essential Strong interest in training Marked interest in consulting, client relations, and tailor-made solutions Entrepreneurial spirit, autonomy, and sense of responsibility Very good command of French (oral and written) A plus: AFA, IAF, or Federal Diploma of financial advisor Prerequisites: Residence in Switzerland and a valid residence permit We offer you The solidity and reputation of a leading European group (DVAG) A stimulating and structured professional environment Complete initial training and a continuous training program Personalized support and field coaching A wide range of quality wealth solutions Great autonomy in work organization Attractive and evolving compensation prospects Real opportunities for evolution and specialization Please submit your complete application file (CV and cover letter). All applications will be treated with complete confidentiality. jpid83704dbjm jpit0835jm jpiy26jm