Summary
Overview
Work History
Education
Skills
Timeline
Generic
Dennis Marbacher

Dennis Marbacher

Zürich

Summary

Dynamic Financial Advisor, specializing in holistic financial planning and client relationship management. Expert in developing tailored investment strategies and enhancing client satisfaction through empathetic communication. Adept at leveraging digital tools to streamline advisory processes and stay ahead of market trends. Fluent in (Swiss-)German and English (business fluent).

Overview

13
13
years of professional experience

Work History

Financial Advisor

Swiss Life Select
Zürich
09.2023 - Current
  • Provide holistic financial advisory, developing individualized strategies for clients in investments, pension planning, insurance, taxes, real estate, and legal matters.
  • Analyze clients’ financial situations and life goals to design tailored solutions, ensuring high client satisfaction through transparent and empathetic communication.
  • Engage clients via video calls, chat, and email, adapting to digital platforms to address complex financial queries efficiently.
  • Collaborate with teams to integrate innovative tools, enhancing advisory processes and client onboarding.
  • Stay updated on regulatory changes and market trends to deliver compliant and proactive advice.

Assistant, Financial Advisory

VZ VermögensZentrum
Zürich
05.2022 - 08.2023
  • Supported high-net-worth clients in developing pension plans, focusing on tax optimization and retirement security.
  • Assisted in wealth management tasks, including asset allocation and performance analysis, contributing to client financial goals.
  • Prepared financial analyses and client presentations, strengthening client trust and decision-making.
  • Coordinated with senior advisors to streamline advisory processes, improving client follow-up efficiency.

Dispatcher

Citytrans GmbH
Schlieren
10.2015 - 09.2018
  • Coordinated and monitored courier operations, ensuring timely and GDP-compliant deliveries.
  • Provided customer service, prepared offers, and managed client orders, enhancing client satisfaction.
  • Performed warehouse tasks and vehicle management, demonstrating organizational skills and reliability.

E-Commerce Entrepreneur

Self-Employed
07.2014 - 09.2015
  • Launched and managed an E-Commerce venture, developing skills in online business operations, digital marketing, and customer engagement.
  • Conducted market research and implemented digital strategies to promote products, enhancing adaptability in technology-driven environments.

Mail Carrier

Post Schweiz AG
Zürich Nord
08.2012 - 06.2014
  • Sorted and delivered mail with daily customer interaction, maintaining high service standards.
  • Handled administrative tasks related to delivery and internal operations, showcasing attention to detail.

Education

Swiss Federal Diploma - Financial Planning

IAF
07.2025

Certified Financial Advisor (IAF) -

11.2022

Informatik Weiterbildung -

SIBU Basel
01.2022

Online Marketing Weiterbildung -

09.2015

Logistiker EFZ - Distribution

Post Schweiz AG
Zürich Nord, Switzerland
07.2012

Skills

  • Holistic Financial Planning: Expertise in pension planning, wealth management, insurance, taxes, real estate, and legal advisory
  • Client Relationship Management: Strong ability to build trust and maintain lasting partnerships through empathetic engagement
  • Communication: Proficient in explaining complex financial and technical concepts clearly, in person and via digital channels
  • Digital Proficiency: Experienced with MS Office, financial planning software, and CRM systems, with a strong interest in technology-driven advisory
  • Adaptability: Quick learner with a demonstrated ability to master complex processes across finance, logistics, and E-Commerce
  • Languages: Swiss German (native), English (fluent, B1), French (basic)

Timeline

Financial Advisor

Swiss Life Select
09.2023 - Current

Assistant, Financial Advisory

VZ VermögensZentrum
05.2022 - 08.2023

Dispatcher

Citytrans GmbH
10.2015 - 09.2018

E-Commerce Entrepreneur

Self-Employed
07.2014 - 09.2015

Mail Carrier

Post Schweiz AG
08.2012 - 06.2014

Swiss Federal Diploma - Financial Planning

IAF

Certified Financial Advisor (IAF) -

Informatik Weiterbildung -

SIBU Basel

Online Marketing Weiterbildung -

Logistiker EFZ - Distribution

Post Schweiz AG

Similar Profiles

CREATE PROFILE
Dennis Marbacher