Wealth management quote enquiries in Switzerland
You receive the enquiries submitted in your trade, in your area, and for you alone. No anonymous matching, no bidding between professionals.
This trade is live
The arrangement is already running and receiving enquiries. The languages covered are listed below. What remains is to check whether your area is still free.
Languages covered
- French · live
- German · live
- Italian · planned
What is particular about this trade
Wealth management is decided slowly: the first contact serves above all to weigh up trust, and the commitment comes much later. An enquiry is not a mandate, it is the beginning of a conversation.
The activity is supervised in Switzerland and presupposes the corresponding authorisations. A usable enquiry states the objective, whether that is retirement provision, succession or investment, rather than an amount, which few people share at the first exchange and which it would be clumsy to require.
What you pay
A deposit of CHF 1'000, a debit on each enquiry received, and the price per lead written into your contract.
Areas available
All 26 cantons can be served; the perimeter follows the municipalities you actually cover.
Check availability for this trade
The form comes filled in with Wealth management. Tell us your area and we will come back to you with availability and the price per lead.
