Would you like to be part of the most interesting success story in wealth management?

Do you have experience and a network in wealth management? Would you like to advise your clients independently and freely choose the best from all banks and asset managers? Are you looking for an entrepreneurial environment? Then starting as a partner at ZWEI Wealth is a unique career opportunity.

From employee to partner

ZWEI Wealth offers a modern and innovative wealth management approach in which independent advisors freely select the best for their clients from all asset managers and banks. As a partner model, ZWEI Wealth offers you the opportunity to focus successfully on an entrepreneurial career as a consultant. ZWEI Wealth offers its partners everything they need to be successful - from helping with the acquisition of customers to ensuring the best possible customer care. As a partner, you also have the opportunity to participate in the ZWEI Wealth success story as a co-entrepreneur. What we offer:

• Open and modern platform for advisors in wealth management

• Successful and modern range of services

• Partnership in building your customer base (marketing activities, acquisition platforms)

• Education and training opportunities with coaching support

• Self-determination and entrepreneurship with freedom of choice in customer servicing

• Transparent and success-related compensation

• Partner models as employees or self-employed

• Possibility of co-ownership in ZWEI Wealth

Take care of your customers - comprehensively and better than ever

At ZWEI Wealth, as a consultant, you are free from conflicts of interest and sales goals. You can fully concentrate on the customers and their wishes. Regardless of which bank or asset manager your clients want to work with or which domicile your clients have, thanks to the open platform of ZWEI Wealth you can always offer the best. This is how your customers know they are optimally looked after:

• Covering all financial needs of customers

• Elaboration of the investment strategy and portfolio architecture

• Identification, selection and implementation of the most suitable solutions

• Monitoring and control of the results, responsibility for the customer-specific investment committee

• Maximizing benefits and increasing financial returns for customers

• Independent and flexible, supported by the ZWEI Wealth Systems

• Focus on customer goals and needs

What to bring with you

Do you also believe that wealth management has to change? Then you are at the right place at ZWEI Wealth. To be successful as a Senior Wealth Expert, you have the following requirements:

• Experience in wealth management (customer servicing, service offers, building a customer base with Swiss or international customers)

• Entrepreneurial attitude (personal responsibility and perseverance, independence and flexibility, willingness to change and creative will)

• University / technical college degree, completed apprenticeship or comparable degree

• Own network, ability to set up and expand a network

• Business fluent English, other languages ​​an advantage

We are looking forward to your contact

If you would like to implement your ideas of truly customer-oriented wealth management, please contact

Matthias Lehmann
matthias.lehmann(at)zwei-we.ch
+41-43-299 22 54

We would be happy to send you a dossier with further detailed information.