Thinking about Boosting your Career?
Are you a financial professional who wants to do much more with your skillset?
Get a clear path forward and a blueprint to get where you want to be, with expert input from the Independent Private Wealth professionals...
What will the Career Roadmap give you?
A Practical Career Plan
Personalised for you, precisely tailored to your experience, skillset, and future goals.
Smart Analysis
A set of 30, carefully selected questions , all designed to help our experts get a good overview of your aims, skills, and experience.
Real Expert Advice
No pre-programmed auto-generated answers, just in-depth and thoughtful options laid out clearly, to help you expand your career.
Speedy turnover
We aim to complete your questionnaire within 72 hours, and will give at least 30 mins of our undivided attention to every one of our applicants.
15 min FREE personal consultation
A great opportunity to discuss your report results with us in greater detail. Once you've received your report, you'll also have the option to book your complimentary personal session with us.
Your roadmap to power boost your career
We're experiencing a period of economic uncertainty like no other and it's never been more important to get your future goals defined. Having a great career plan so you know exactly where you're headed is essential.
If you're ambitious, and want to do more with your abilities, but don't know the next move to make, at the Private Wealth and Family Office Association, we're here to help.
With our expert career guidance, you can save time job searching, diversify into the field you want to be working in, and swiftly expand your earning ability.
Get real human input and a workable plan to take your career to the next level. Everything we do is grounded in solid practical experience - our founder started out as an accountant and managed to switch to a career in banking, where he moved to the top, then left to set up his own successful multi-family office.
He learned everything he needed to operate successfully in the field of Private wealth, while running his multi-family office protecting his high-net worth client's estates, tax, and financial affairs. Some of these clients even owned private banks!
Today the Private Wealth and Family Office (PWFO) Association has grown into an association where qualified professionals can gain access to knowledge, tools, contacts, and a reputable Swiss office to accelerate into the rewarding world of Private Wealth and Family.
You can enter this lucrative field, or you can diversify and maximise your current skillset in another field, by applying for our comprehensive Career Roadmap.
WHO ARE WE AND WHY ARE QUALIFIED TO HELP?
- Swiss based, Swiss led - We know we have high standards of efficiency to live up to and we ensure we meet them. The Swiss brand is trusted the world over, particularly in the world of finance, and we want to play our part in helping that legacy to continue.
- Accountability and reliability - We deal with a lot of high-net worth clients, as you would expect from a Swiss brand, so we understand the important balance between discretion and accountability. With us, your data will always be secure and we will always be completely transparent with you, in everything from our fee structure to our working process.
- Vast wealth of knowledge and experience - Everything we produce has been designed based on real-world successes, as we firmly believe in the tried and tested approach. There are no uncertainties here, our solutions are based on developing a career or business that we know can succeed. We have many proven examples of this success, which we are more than happy to share.
- A route into the Private Wealth sector - We know this is a "blue ocean" for financial professionals but if you're interested in making the switch into this lucrative and satisfying field, we have the experience and placement to guide you. We are more than well- equipped to dispense invaluable advice and training that will enable you to start a career working as a Trusted Independent Adviser, either by gaining a promotion with your current employer, or by setting up your own Family Office working with high worth clients.
WHAT WILL THE CAREER ROADMAP GIVE YOU?
A set of 30, carefully selected questions , all designed to help our experts get a good overview of your aims, skills, and experience. Set over two questionnaires, and with no multiple choice, one size fits all answers, as we want to know about you!
Once completed, a member of our team will review your answers and personally comment on each one. No pre-programmed auto-generated answers, just in-depth and thoughtful options laid out clearly, to help you expand your career.
We aim to complete your questionnaire within 72 hours, and will give at least 30 mins of our undivided attention to every one of our applicants.
A great opportunity to discuss your report results with us in greater detail. Once you've received your report, you'll also have the option to book your complimentary personal session with us.
TAKE THE FIRST STEP TO SECURING YOUR THRIVING FUTURE
If you're wondering what your next move should be, feeling stuck in a rut, or unsure of what to do to get those next high margin clients, our guidance can assist you. For just CHF 9.70 [U$S 9.95 approx] you can draw upon the advice of our top financial experts and discover how to level up your career.
Whether you want to make the switch in to Private Wealth but don't currently think this is possible (hint, it is), want more high-level clients, or simply want to be more successful in your chosen field, our advice will be geared to helping you achieve your goals.
Sign up for the Career Roadmap today for just CHF9.70 and get valuable insight into the next move you should make to set yourself up to thrive in the future
"It has been an interesting and valuable experience.. "
TG
Company Secretary
"I would definitely recommend the course to fellow-professionals evolving in the global business and international financial services sectors, who are actively considering diversifying in new niche avenues. I also look forward to applying the innovative concepts in my professional life, as a new member of this exclusive Association.""
MN
Accountant
Contact Us
If you have any comments, opinions or questions we'd love to hear from you.
Please email us on [email protected] or telephone us on +41 22 347 2467 and we will get back to you.
Otherwise please connect with us on social media. Our social media details are below.
