Independent Investment Advisor
Everon, a FINMA-regulated Swiss Asset Manager, is seeking Investment Advisors who want to manage their client book independently while benefiting from Everon’s industry-leading support system.
Benefits
- Independence: As an Investment Advisor with Everon, you have full control over your client relationships and investment strategies, giving you the freedom to offer personalized services to your clients.
- Operational and Administrative Support: Everon takes care of all operational tasks, including compliance, client onboarding, KYC, and coordination with custodian banks. This enables you to focus on building and nurturing client relationships.
- Customizable Portfolio Management: You can either use Everon’s investment strategies or create your own, offering you full flexibility in managing your clients’ portfolios.
- Unlimited Earnings: There’s no cap on how much you can earn. Your success directly translates into higher rewards and greater income.
- Technology Platform: Everon provides an advanced platform that allows you to onboard clients, track portfolio performance, and manage investments all in one place, offering you the tools needed to serve clients efficiently.
- Tailored Financial Products: Everon can create custom financial products on request, providing you with the flexibility to meet the unique requirements of your clients.
- Award-Winning Service: Everon was named the Best Wealth Manager in Switzerland in 2025 by Bilanz, reflecting our high standards and excellent service.
- Client Relationship Retention: You keep the relationship with your clients, ensuring you maintain the trust and connection you've built over time.
Qualifications
- Experience and Client Book: You have a proven track record as an Investment Advisor or Relationship Manager, with years of experience in the financial industry and a strong, established client book.
- Entrepreneurial Mindset: You approach your work with an entrepreneurial mindset, always looking for new opportunities and ways to grow your business.
- Relationship-Building Skills: You excel at managing and growing client relationships, with a strong ability to generate new business.
- Language Skills: You are fluent in either English or German, both oral and written.
About Everon
Based in Zurich, Everon is a FINMA-regulated asset manager that simplifies and enhances the advisory process. Our platform reduces administrative and regulatory burdens, allowing you to focus on serving your clients while providing a scalable solution for portfolio management and access to a wide range of financial products.