Nicole Doppler joined ZWEI Wealth as a partner in November 2023. As an expert, she focuses on client mandates.
In my role as an independent investment advisor, I combine a wide range of skills. During my first professional experience in the hotel industry, I learned that you listen to customers and respond to their needs. This understanding of the customer is still in the foreground for me today. Knowing and understanding my clients' financial goals, needs, and risk appetite is a key prerequisite for finding tailor-made solutions.
In addition, financial expertise and analytical skills are essential to always assess the situation of my clients and make appropriate recommendations. A trusting, reciprocal dialogue is important in this regard. Thanks to ZWEI Wealth's approach, it is possible to achieve your wealth goals – and to do so in an independently context.
Education and professional career
Nicole Doppler holds a Swiss Federal Diploma in Business Administration and holds a Master's degree in Controlling. She started her professional career with a commercial apprenticeship in a 4-star hotel business. Nicole Doppler has been working in the financial industry for over 25 years and has held various positions and responsibilities. She has a comprehensive, in-depth knowledge of the financial industry, especially in the area of products and services for clients. In recent years, her main focus has been on the development of profitability concepts and profitability analyses for banking and insurance products, as well as profitability analyses for private and corporate customers. Since 2018, she has been elected as an executive municipal councillor in a medium-sized municipality in Zurich.
Nicole Doppler is married and has two children. She prefers to spend her free time with her family and in the outdoors. She loves to cook and enjoy good food with a glass of red wine or gin. She also reads books, especially crime and historical novels.