New and innovative wealth management firm servicing the local and expatriate HNW market in Switzerland.
Registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA) and a Member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).
Developed a unique Client Portal and Prospect management system which allows consultants to follow a well-defined and successful sales process over the phone remotely throughout Switzerland, without having to leave the office.
Established start-up with a sound business model, process driven and a management team each with over 10 years’ experience in the industry.
Forward-looking company where 90% of business is done on the phone – no more time-consuming face to face meetings unless there for a sign-up.
Online portal, internal processes, digital marketing and well-trained business development team can provide leads and appointments for consultants with a track record.
Remote client portal opens up additional regions unique for a small business.
Depending on level of experience, starting consultants should expect CHF 90,000 to CHF 150,000 in their first year and aim to increase this by 25-30% each year for 1st three years.
With uncapped earnings potential, experienced advisors with transferable clients should earn much more.
WHAT IS IMPORTANT TO US:
· Doing the right thing for our clients, our employees, the company.
· Working with good people, who are humble, want to learn and build a career.
· People who have high expectations and aspire to become real professionals, taking exams and furthering knowledge on an ongoing basis.
· Working hard and understanding that it takes time to succeed to succeed.