05 Career
Passionate about finance, real estate or advisory work? I am growing my team in Lausanne and looking for motivated talent.
§ 01 Two profiles, one ambition
Our complete training programme takes you from zero to professional certification. You learn the trade in the field, guided by an experienced coach, with a structured path: basic training, external certification, specialisation and progression towards management.
You work in banking, insurance or wealth management and want more entrepreneurial freedom? Joining our structure gives you access to a European network, cutting-edge tools and remuneration tied directly to your performance.
§ 02 What we offer
From the basics through to financial coaching and management.
You build your own client base and your own team.
Commission, success bonuses, office and coaching subsidies.
Wealth Planner → Team Coach → Team Manager → Office Manager → Director.
Events, trips and exclusive clubs tied to performance.
A collaborative environment where success is shared.
§ 03 The career path
Every stage is mapped out, with clear objectives and associated training. Whether you aim for excellence in advice or building a team, your path is laid out.
Levels 2 to 7 — mastering the practice of advice, from first client to wealth-planning excellence.
Building and growing a team: coaching, office management, direction.
Interested? Contact me directly for a confidential, no-obligation conversation — send your CV or simply a message.