B2B
Freelancer zu Ihren Diensten
Ein Experte für Ihren flexiblen Einsatz
Provide financial and retirement advice to financial institutions:
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Would you like to develop the topic of financial planning and retirement planning?
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You need an experienced trilingual specialist on this topic?
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You would like to develop the topic of financial planning by additional know-how?
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You are understaffed for financial planning consulting at peak times and need someone on call?
Whether planned or not, a functioning financial planning department is the be-all and end-all of a financial institution.
Do you ask yourself the following questions?
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Should we hire a financial planner?
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How can I increase financial planning inquiries?
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What happens if suddenly my financial planner has a planned/unplanned absence?
Your benefits:
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Flexible and plannable employee
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Trilingual expert in the field of finance & retirement planning
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Many years of experience with clients
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Examination expert SAQ-CWMA
Education in your company
A pension expertise for your staff
Financial and pension training for your company's staff:
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Would you like to give your employees over 50 an understanding of financial planning and pensions?
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Do you need experienced, trilingual specialist in this field?
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Would you like to give your employees the assurance that you are a caring employer?
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Would you like to offer your specialist staff further training in financial planning, management pensions and retirement planning?
Our experts will be happy to take on this role and prepare your employees for the third stage of their lives, and your specialists for your customers' needs.
Do you ask yourself the following questions?
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Can our HR department cover all aspects of retirement topics?
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How can I make my employees' retirement as pleasant as possible?
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What can I offer to my employees that other company's don't?
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Do our employees have the tools to address financial and pension issues in a well-informed manner?
Your benefits:
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Flexible and plannable employee
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Trilingual expert in the field of finance & retirement planning
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Many years of experience with clients
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Examination expert SAQ-CWMA
Baeriswyl Beratungen GmbH
Nicolas Baeriswyl
Impasse du Castel 14
1700 Fribourg