Vielfältige SeminareLehrgänge von Versicherungsvermittler über Finanzberater bis hin zur Expertenstufe

Ein international tätiges Finanzdienstleistungs Unternehmen mit Sitz in der Schweiz. Unsere Stärke liegt im vernetzten Denken und Handeln. Daher nehmen sämtliche Themen des Finanzbereichs unter die Lupe, so dass ein umfassendes Konzept erarbeitet werden kann. es sind dies im einzelnen:Anlageberatung, FInanzierung, Risikoversicherung, Vorsorge, Nachlass- und Nachfolgeplanung, Steuerberatung sowie klassische Treuhandaufgaben.An international financial services company based in Switzerland.Our strength is the networked thinking and acting. Therefore, we are looking for all the topics in the financial sector, so that a comprehensive plan can be developed. These topics are:Investment advisory, financing, risk insurance, retirement, estate and succession planning, tax and classic fiduciary duties.

Ombudsstelle für Finanzdienstleister mit viel Beratungsnähe und Fairness

Shifting market needs and digitalization call for new strategies and novel offers.We are a group of successful managers of various nationalities, who combine well-established professional and management knowledge with extensive experience and creativity.Our vision is to strengthen the innovative power of companies.Your Challenge:Are you striving to become the state of the art company in your field or in a cross functional area (e.g. digital transformation)? Or are you even looking at extending a present advantage? We will challenge you, at times more than the market itself. And we will support you with impulses, ideas and know-how. Our Service:Together we will approach your company as if we are designing a start-up. Or we put ourselves in the shoes of a competitor who aimes to take over your company. From these new perspectives your team gains the freedom to question itself and to leave no stone unturned in the search for innovation. We work with a fixed pricing scale and a satisfaction guarantee, because we know what we are doing. The Outcome:The innovative power of a company is enhanced. Goals are regularly reached and even surpassedThe strategic foundation is built. The ROI is calculated and ways of measuring success are identified. The transformation plan is implemented through state of the art techniques. WIZ Business PartnersA boutique of ideas & business transformations of senior leaders We are experts in business transformation, reinvention, business and team development. We are looking forward to speaking with you in person.