Wealth Advisor – Neuchâtel, Fribourg, Jura, Bern

Location: Neuchâtel, Fribourg, Jura, Bern Wealth Advisor – Neuchâtel, Jura, Fribourg, Bern (M/F) Location: Neuchâtel, Fribourg, Jura, Bern Rate: 100 % (or to be defined) Contract: Indefinite period Start date: To be agreed SVAG Conseil en Patrimoine Suisse is part of the DVAG Group, a European leader in wealth consulting, recognized for the solidity of its model, the quality of its support, and its long-term vision. Present in several European countries, the group accompanies 8 million private and professional clients in the structuring, protection, and development of their wealth. In Switzerland, SVAG Conseil en Patrimoine Suisse accompanies individuals and companies at each 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 the objectives of each client. 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 desiring to evolve in a structured, entrepreneurial, and quality-oriented consulting environment. Wealth Advisor – Neuchâtel, Fribourg, Jura, Bern (M/F) Your mission Advise and accompany a private clientele on all wealth-related topics Perform 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 consulting is an asset, but not indispensable Strong interest in training Marked interest in consulting, client relations, and tailor-made solutions Entrepreneurial spirit, autonomy, and sense of responsibility Very good mastery of French (oral and written) A plus: AFA diploma, IAF, or Federal Diploma of Financial Advisor Prerequisites: Residence in Switzerland and 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 high-quality wealth solutions Great autonomy in work organization Attractive and evolving remuneration prospects Real opportunities for evolution and specialization Please send your complete application file (CV and cover letter). All applications will be treated with full confidentiality. jpidc37ccffjm jpit0835jm jpiy26jm