Financial Coordinator BDM wanted in => Relocate to CH
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Katerini, GR
πριν από 4 μέρες
source : Loadjobs

Job Description :

My client is one of Switzerland's leading, regulated Wealth Management firms. Due to expansion within their financial consultancy team, they are now looking for a few additional financial coordinators for their established offices in Geneva.

These are people who have previously worked in client-facing and in telesales and / or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.



  • Prospect for organisations and individuals online (especially on social media) or offline, to identify new leads and potential new markets
  • Contact potential clients via cold calls or emails within your market or geographic area, to ensure a robust pipeline of leads
  • Set up meetings between client decision makers and company’s Financial Advisers
  • Plan approaches and pitches (work with Sales team to develop proposals that speaks to the client’s needs, concerns, and objectives)
  • Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion (use a variety of styles to persuade or negotiate appropriately)
  • Work alongside Financial Advisers, to establish their client base
  • Work with technical staff and other internal colleagues to meet customer and company’s needs
  • Continue self-development by attending industry functions, such as association events and conferences; and participate in internal training presentations
  • Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales and development of the unique selling propositions
  • Research and develop a thorough understanding and knowledge of the service provided to a client using the company’s Training Platform
  • Ensure that data is accurately entered and managed within the company’s CRM
  • Mentor new employees and help team members develop their skills

  • Networking & Prospecting Skills
  • Persuasion & Closing Skills
  • Communication & Negotiation skills
  • Identification of Customer Needs and Challenges
  • Market & Industry Knowledge
  • Self - Motivation for Success
  • Professionalism & Work Ethic
  • CRM & Microsoft Office Knowledge
  • Ability to Build Rapport
  • Time Management & Planning Skills
  • Ability to Handle Pressure and Meet Sales Targets
  • Excellent time management & Attention to Details
  • Benefits : INCENTIVES :


    Salary CHF 2’500 monthly plus 10% commission of the financial advisor.

    Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.


    Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year's experience) will be considered for this role.

    Skills :

    Business Coordination, Comprehensive Wealth Management, Financial Advisory, Financial Investments, Pension Schemes, Personal Financial Planning, QROPS, Retirement Planning, Self-

    Invested Personal Pension (SIPP), Wealth Management

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