**Financial Advisor (International Private Clients)**

**Heritage Riviera SA – Geneva or Zurich – Hybrid**

**Swiss citizenship / C or B permit required**

**About the role**

Heritage Riviera SA is a Swiss multi-family office
**authorised and supervised by FINMA under FINIA**
. We advise private clients on a wide range of financial and investment matters. Our services also include support for clients investing into approved investment funds connected to Residency and Citizenship by Investment (RCBI) programmes.

We are seeking a Financial Advisor to provide regulated investment advice under FinSA.

**Your tasks**

**•      AML/KYC onboarding and FinSA client classification**

**•      Suitability assessments and preparation of advisory documentation**

**•      Investment advice on approved financial instruments and investment funds**

**•      Coordination of subscription and execution processes**

**•      Monitoring investments, including required holding periods**

**•      Ensuring cross-border compliance (FINMA, MiFID II, SEC Foreign Private Adviser Exemption).**

**Your profile**

**•      Degree in Finance, Economics or related field; CFA is an advantage**

**•      3–5 years of experience in finance, treasury, investment advisory or wealth management**

**•      Strong understanding of investment funds and financial instruments**

**•      Experience with AML/KYC and data-protection obligations (AMLA, GDPR, FADP)**

**•      Basic awareness of RCBI investment structures and willingness to complete internal training**

**•      Excellent English; French/German are an advantage**

**•      Strong organisational skills and precise communication.**

**We offer**

**•      A regulated advisory role with clear opportunities for career progression.**

**•      Ability to grow with an expanding firm and take on increased responsibility.**

**•      Hybrid working model with flexibility to work from home and, as operations develop, from workspace locations in Geneva or Zurich.**

**•      A professional, international environment with structured training under FinSA, AMLA and cross-border frameworks..**

**Eligibility**

- **Only candidates already authorised to work in Switzerland (Swiss citizen, C permit, B permit)**
. No work-permit sponsorship available.