David Rogers
Zürich
Summary
Zürich-based Wealth Manager with expertise in investment management and network building. Skilled at crafting tailored investment strategies for high-net-worth clients. Proven business developer - successful in creating and managing a client network among C-level executives across Switzerland and the EU. Recognized for leadership capabilities through promotions to team leadership and sales management roles, currently as co-manager of the MWC Switzerland advisory team.
Overview
23
23
years of professional experience
Work History
Swiss Team Manager / Senior Client Adviser
Manentia Wealth Consulting Group
Zug
01.2024 - Current
- Independent financial advisory group rooted in Switzerland
- Direct management of 6-member advisory team across Switzerland
- Developing team performance, tracking progress towards goals, identifying areas of improvement and providing feedback to senior company management and the advisory team
- Creating and implementing marketing strategies to promote the company and increase AUM and revenues
- Project management of company marketing communications to ensure compliance, accuracy and timeliness of delivery
- Hosting regular team and company meetings covering developments relevant to the business
- Maintaining and growing my own client base with a focus on High Net Worth Individuals
Senior Financial Planner & Investment Adviser
Manentia Wealth Consulting Group
Zug
01.2019 - 12.2023
- Independent financial advisory group rooted in Switzerland
- Targeted and engaged prospective clients, network building, client base expansion
- Developed comprehensive financial plans for private clients, including cash flow analysis, retirement planning and investment strategies
- Created customized portfolios based on client risk tolerance and long-term goals
- Expert recommendations for various financial strategies
- Specialist intermediary between clients and private banks, insurance companies and asset managers.
- Ensured delivery benchmarks were consistently met and exceeded
Consultant
Bluestone Partners
Zürich
07.2017 - 12.2018
- Swiss Private Banking & Asset Management Headhunter
- Established Bluestone's client coverage across Switzerland & UK
- Represented the company via marketing campaigns and pitch presentations
- Organized stakeholder meetings to discuss project terms and timelines
- Candidate search process management from prospecting/acquisition through to new hire signing and post-hire follow up
- Fee negotiations with prospective clients
- Global candidate research, interviewing and assessment
Senior Consultant Asset Management
DART Talent & Executive Search
Zürich
05.2015 - 06.2017
- Swiss boutique headhunter specializing in Investment Management, Family Offices, Private Equity & Fintech
- Established DART's client coverage across Switzerland, UK & EMEA, specifically targeting new business lines
- Initiated and managed multiple search processes from prospecting/acquisition through to new hire signing
- Directly managed a team of 3 recruitment specialists
- Represent the company at roadshows, public-facing events, seminars etc
- Marketing campaigns, pitch presentations
- Fee negotiations with prospective clients
- Provided strategic guidance to clients on best practices for business operations
- Sectors covered: Institutional Asset Management, Private Equity, Family Offices, Fintech, Private Banking, Reinsurance
Senior Financial Planning Consultant
Globaleye SARL
Zürich
05.2014 - 05.2015
- International independent financial consultancy group, headquartered in Dubai, UAE.
- Developed bespoke financial plans and strategies for clients to help them reach their short-term and long-term goals
- Provided investment advice to clients based on their individual needs and risk tolerance levels
- Responsible for expanding the client base throughout Switzerland
Financial Planning Consultant
The deVere Group
Zürich
03.2010 - 04.2014
- Global independent financial consultancy group, headquartered in Dubai, UAE
- Developed financial plans and strategies for clients to help them reach their goals with a focus on bespoke investments and technological innovation
- Analyzed clients' financial situations, identified risks, recommended and managed solutions
- Helped to establish a strong market presence across the German-speaking region of Switzerland
Various Wealth Management Positions
Multinational banks & Insurance companies
London
01.2002 - 03.2010
- Advisory positions with Santander, Legal & General and Zurich Insurance
- Held various private client roles specializing in Wealth and Investment Management, Financial Planning and Real Estate financing
Education
BA (Hons) - Economics and Modern Political History
The State University of New York/Middlesex Univ.
New Paltz, NY, USAIntroduction to Securities & Investments,Wealth Management
Chartered Institute for Securities & Investments
London, UKMAQ - Mortgage Advice Qualification
Chartered Insurance Institute
London, UKCeMAP - Mortgage Advice & Practice
Institute of Financial Services
London, UKSkills
- Investment Management
- Cross-Asset Investment Strategies
- Strategic Business Development
- Client Relationship Management
- Market Territory Expansion
- Sales Team Leadership
- Product expertise: Direct stock and bond investments, mutual funds, ETFs, Structured Products
Additional Information
UK Citizen
Swiss Resident B Permit Holder
Affiliations
- Avid trail runner making full use of Switzerland's alpine landscape
- Keen reader with a particular interest in political biographies, historical events and global geopolitics
Languages
English
First Language
German
Intermediate (B1)
B1
French
Intermediate (B1)
B1
Spanish
Elementary (A2)
A2
References
References available upon request.
Languages
English: First language, French: Intermediate, Spanish: Basic, German: Basic
Timeline
Swiss Team Manager / Senior Client Adviser
Manentia Wealth Consulting Group
01.2024 - Current
Senior Financial Planner & Investment Adviser
Manentia Wealth Consulting Group
01.2019 - 12.2023
Consultant
Bluestone Partners
07.2017 - 12.2018
Senior Consultant Asset Management
DART Talent & Executive Search
05.2015 - 06.2017
Senior Financial Planning Consultant
Globaleye SARL
05.2014 - 05.2015
Financial Planning Consultant
The deVere Group
03.2010 - 04.2014
Various Wealth Management Positions
Multinational banks & Insurance companies
01.2002 - 03.2010
BA (Hons) - Economics and Modern Political History
The State University of New York/Middlesex Univ.
Introduction to Securities & Investments,Wealth Management
Chartered Institute for Securities & Investments
MAQ - Mortgage Advice Qualification
Chartered Insurance Institute
CeMAP - Mortgage Advice & Practice
Institute of Financial Services
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