Begin your career with a 2-month intensive training programme based in our Dublin office, followed by permanent relocation to our Zurich office for long-term career development.
The Training Programme (Dublin – 2 Months)
Your journey begins with an 8-week, full-time onboarding programme focused entirely on learning and development.
You will receive structured training in:
Core asset classes
Financial planning products
The fundamentals of international financial advisory
Professional communication and client engagement
Business development and relationship building
This phase is office-based, supervised, and fully supported, ensuring you build confidence and competence before progressing.
(Post-Training – Zurich)
Following successful completion of the training programme, you will relocate to Zurich, where you will continue your development within a professional advisory office.
You will work alongside experienced advisors, supporting client relationships and business growth while progressing towards full financial advisory capability.
Key Responsibilities
Supporting advisors with client relationship management
Identifying new business opportunities through research and referrals
Assisting with marketing, networking, and lead generation activity
Managing administrative and compliance processes
Developing the skills required to become a financial advisor
What We Offer
A clearly defined training-first entry into financial services
2 months of intensive, structured training in Dublin
International relocation to Zurich for career development
Ongoing mentoring, coaching, and professional support
Long-term progression within a global organisation
Who This Suits
At least one year of experience in sales, business development, or lead generation
Strong communication skills across phone, video, and in-person settings
High levels of drive, resilience, and professionalism
A genuine interest in long-term career progression within financial services
If you are seeking structured training first, followed by international relocation and career development in Zurich, we encourage you to apply with your CV.