Job offer

Financial advisor with advisor register entry

bank zweiplus is looking for financial advisors with an advisor register entry as partners and offers them a comprehensive investment universe, professional services and a wide range of savings, investment and pension products. As a neutral custodian bank, it takes on the associated tasks so that the financial advisors can concentrate on their clients.

Job description: Financial advisor

Tasks

  • Customer support
  • Investment and pension advice

Our offer

  • Comprehensive investment universe
  • Professional services
  • Broad range of savings, investment and pension products

Product range

  • Investment Depot
  • Securities custody account
  • Multimanager strategies two plus
  • Precaution

Your advantages

  • Customer protection
  • Interesting price-performance ratio
  • Simple and efficient set-up of customers

Details of the offer

  • Streamlined account opening documents in the form of writable PDF forms
  • Digital signing of documents
  • Solidity and quality of a renowned bank as a subsidiary of Bank J. Safra Sarasin AG

Worth reading

  • "For asset managers who are not seeking a Finma license"
  • "No more future as an asset manager: what now?"

Job details

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