Privatee Banker Financial Planner SBC Dubai Abu Dhabi

Company: ISGAM AG

Position: Private Banker (independent); Financial Planner; Relationship Manager

Posted By: SBC Dubai / Abu Dhabi

E-mail: Philip.Portal@isgam.ch

Contact Person: Philip Portal

Detail: Industry: Financial Services / Independent Private Banking
Company: ISGAM AG is a Swiss Asset Management company based in Zurich. The company was set up in 2001 to manage the client portfolios of five independent personal financial planners.

ISGAM’s research and portfolio management are completely independent, using global custodian banks to hold client assets and effect trades.
Outline details on our company can be found on www.isgam.ch
The Vacancy: We are ready for two more financial planners to work in our team. They can be based in Switzerland, the Middle East or elsewhere.
Experience required :
· Advising private clients regarding their personal finances
· Prospecting new clients for long term business relationships
· Developing and building a satisfied long term clientele
· Applicants with an existing clientele will be given preference

Qualifications and knowledge required
A recognised qualification in personal financial planning - such as Certified Financial planner in the UK or Banking and Financial Training for A-Level Diploma in Switzerland or equivalent from another recognised jurisdiction.
Personal Characteristics
- trustworthy
- entrepreneurial, business builder
- professional business conduct
- able to work by yourself in your market place, self motivating
- English language, other languages an added advantage
- Motivated to build your own personal clientele and practice, working alongside our existing advisors, your client portfolios being managed by ISGAM AG in Zurich

For a confidential application please e mail us with full CV to the above e mail. Thank you.