Nicolas Baeriswyl, Consultant, Trainer & Office Manager

Services

  • Training of employees in the areas of leadership, finance, wealth Planning, protection topics and sales effectiveness 
  • Assumption of operational school program organization and project management tasks. 
  • Advising companies and individuals on financial planning, pension fund solutions, etc.
  • Training of employees in the areas of leadership and sales effectiveness. 
  • Project management, organization and coordination of certification program

Experience

  • Financial planner with federal diploma
  • More than 15 years of experience as a financial planner, specialist in pension fund solutions & wealth planning, at Credit Suisse AG, DC Bank, Elite Office AG, Bank Vontobel AG and Raiffeisen Switzerland Cooperative
  • Extensive experience in the areas of financial advice/client relations, adult education, project design & development, market sector management, design & execution of technical presentations
  • Extensive experience as an examination expert
  • Languages: German, French, English