No beta, no gamma – with us, you are the alpha. Your wishes and goals take the first place with us.

Our Team

Each member of our team follows a unique path, just like you. But in our shared journey through the multifaceted financial landscape, we share one vision: to safely guide you to your destination.

Whether you prefer the foresight of the eagle, the steadfast strength of the rhinoceros, or the grace of the lion – the choice is in your hands. We firmly believe in leading you to success with top-notch financial advice and individual solutions.

Let’s start our dialogue. Your path to financial security begins here, and we look forward to walking every step with you.

Maximilian Röding

Company acquisitions and financing,
Managing Director /
Owl
Languages: German, English
+41 44 877 72 72

David Staub

Dipl. Financial Advisor IAF,
Member of management board /
Golden Eagle
Languages: German
+41 44 877 72 72

finma Registration

Kay Vollenweider

Financial Advisor,
Member of management board /
Lion
Languages: German, English
+41 44 877 72 72

finma Registration

Christian Rufer

Dipl. Financial Advisor IAF /
Rhinoceros
Languages: German, English
+41 44 877 72 72

finma Registration

René Zogg

Financial Planner /
Horse
Languages: German, English
+41 44 877 72 72

finma Registration

Philipp Tresch

Dipl. Financial Advisor IAF /
Capricorn
Languages: German
+41 44 877 72 72

finma Registration

Noemi Abplanalp

Executive Assistant /
Cat
Languages: German
+41 44 877 72 72

Benjamin Wey

Trainee Financial Planner /
Chick
Languages: German, English
Tel

Become Part of Our Team

The fascination for finance runs through you and at the same time, you’re looking for a workplace where humanity, laughter, and teamwork are valued?
Then we are on the same wavelength. With your application, an exciting journey together may begin for us. We look forward to welcoming you to our team.

Your chance:

Are you captivated by the world of finance? Do you envision utilizing this enthusiasm to empower clients towards financial freedom and self-determination? Join our welcoming and supportive team, where your application marks the beginning of an exciting journey together. We look forward to welcoming you to our team.

Your tasks:

  • Comprehensive advice and support for private and business customers in all financial matters
  • Creating tailor-made solutions for pensions, investments, financing and tax optimisation
  • Acquiring new customers and building up and maintaining a customer portfolio
  • Carrying out needs analyses and developing individual financial concepts
  • Participation in internal training and further education programmes for professional and personal development

Your profile:

  • Completed training or studies in the (financial) economic field; career changers with a high willingness to learn are also welcome
  • If possible, already completed insurance broker training, certified financial advisor IAF and/or financial planner with a federal certificate
  • Strong customer orientation, strong communication skills and entrepreneurial thinking
  • Goal- and performance-orientated way of working with pleasure in direct customer contact
  • Independent, structured way of working and team spirit
  • Good language skills in German (native speaker), other language skills an advantage
  • Resident in Switzerland with an impeccable criminal record

What we offer:

  • Excellent earning potential and attractive social benefits
  • Flexible working hours and the option to work remotely in some cases
  • Comprehensive induction and further training up to financial planner with federal certificate
  • Diverse career paths, both in advisory and management roles
  • A familiar and respectful working environment

How to apply:

Are you ready for a new challenge in a future-orientated company? Then send us your detailed application documents. We look forward to getting to know you and shaping your career with us.

No Suitable Position Right Now?

No problem. Some of the best ideas and opportunities often arise spontaneously with us. Do you feel the same way? Feel free to send us an unsolicited application