Wealth Advisor Platform Partnership - Zurich
vor 1 Monat

Job summary
Wealth Advisor - Platform Enhancement Partnership Everon selectively partners with established advisors seeking enhanced platform capabilities and institutional-grade infrastructure.Responsibilities
- Limited operational support creates administrative burden.
- Technology platform insufficient for client needs.
- Want to scale but current platform can't support growth.
- Current platform has regulatory uncertainty.
- Platform economics no longer competitive.
- Ownership or partnership changes creating uncertainty.
Stellenbeschreibung
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