Why work with us?
After many years working in the Swiss banking industry, our founders felt constrained by the traditional banking environment. They saw the fundamental strength of tying their success directly to their clients’ success and sought a fair approach to serving their clients – one deeply rooted in independence and integrity and focused entirely on their clients’ best interests.
This vision is alive and well at Marcuard Heritage today. Talented relationship managers with integrity and initiative will find their professional home here – along with a collaborative atmosphere reinforced by a flat organizational structure.
As a privately owned, independent company, we see ourselves as a team of entrepreneurs rather than employees. We work together to provide solutions and sound advice while respecting each other’s client relationships. Our straightforward revenue-sharing model drives us to perform at our best and in the client’s best interest. Our income grows alongside our client’s capital.
If you are experienced and passionate about what you do. If you are tired of bank bureaucracy and ready to take on new challenges. If you would like to take ownership of your client relationships – and share in your clients’ success – we want to hear from you.