Financial Consultant

Das ist der Job

Top Management each have ten years of experience in the business.

Darum lohnt es sich

Our client specializes in assisting International Professionals, whether they have been in Switzerland for one month or decades, utilize all financial tools and institutions available at their disposal to achieve their objectives, whether it is to lower their taxes, grow their savings, access property, protect their family, exit Switzerland, and so on.

Their aim is to bring Holistic, Swiss Financial-Planning Services to a wide range of International Professionals (foreigners established in Switzerland since a month to twenty years) in order to help them achieve their Financial Goals and make the most of their life in Switzerland.

Company Key Points They are an established start-up with a sound business model, process driven, strong cash flow and an experienced management team.

They are a thirty people strong company, located in Nyon (canton of Vaud) providing clients a qualified service throughout their Online Client Portal to make the most of their time, and to be able to speak to clients at any time of the day or evening.

They are a forward-looking company; 90% of our business is done on the phone (no more face-to-face meetings unless it is a sign-up for a very big case).

They have developed a unique Client Portal and Prospect Management System which allows their consultants to follow a well-defined and successful sales process over the phone remotely throughout Switzerland, without having to leave the office