Isabelle Röher

Isabelle Röher has joined ZWEI Wealth as partner in March 2018. In addition to advising clients, she is involved in projects on how to improve the interface with clients concluding in a thesis on digital client experience in an advisory business.

Conviction

Customer experience is the value and the centre of financial services. The focus is on the positive experience and the added value for the client instead of product sales. The added value for all of us lies in providing digital support for business requiring intensive advice and making complex issues accessible and understandable to everyone. ZWEI Wealth is perfectly suited to orchestrate a seamless exchange of resources, improve experience for customers, and expedited product innovations.

"An important factor in current developments is the use of network-like structures. The cooperation of all parties for the client results in real added value. Through partnerships with providers, we create competition in the market and an unprecedented consulting experience for the customer".

Education and professional background

Isabelle Röher holds a state certified diploma in business administration and is currently pursuing postgraduate studies to become Chief Digital Officer.

Isabelle builds on her professional experience for more than fifteen years of working in different roles in the financial and IT industry. She started as a Sales Clerk, became deputy Team head and gained experience in Wealth Planning, Privat Banking and Event Management focusing on taking care of client needs. After a time-out to take care of the family she started in 2018 at ZWEI Wealth in Zurich.

Language Skills

English, German, Swiss-German

Personal

Isabelle lives with her two children in Zurich Oberland. She is volunteering in her local community and at the primary school she responsible for the projects of financial literacy & social media security.