My Story

My Story

After 5 years experience in financial consultation, in 2001, I started working on international IT projects in the finance business. That was the key milestone as far as meeting international colleagues goes. In 2005, I visited Singapore for the first time to work there in international project teams.
That visit changed my perspectives on a lot of things.
What was my experience? what was the difference to Germany?
One thing that made a huge difference was – People really took care of me. ( Big Thank you to all who did!)
From that point in time, I felt, that I want to give back. I really wanted to return this. That is my way of working. After quitting my job in Citibank/Targobank in 2012, I worked as a self-employed real estate broker under my brand “Equintus Immobilien” in Düsseldorf – here I did the opportunity to give back to Expat community. I tried to make a difference.
One of my clients told me: “Hey! you are doing so much more than the other real estate brokers, why are you doing that – you should focus on renting the apartment, and you will save a lot of time.” I replied him that I do it because I would expect the same treatment when I am in the client’s position. And yes – I am still in contact with many of my clients from that time because they trust me and they see, that I am not just interested in closing a deal short term, I am interested in a long-term consultant-client relationship.
In early 2014, I shifted my focus to the rental of furnished apartments – again I met many international clients and saw how alone they are in Germany when it comes to service and support. At this point in time, I wanted to do much more than rental business. It took me another 2 years to get back to my roots of financial consultation which I started in 1996.
Düsseldorf office of Swiss Life Select Financial Consulting Marcel Plum was opened in January 2017 in Factory Campus Co-Working facility.
By End of March 2018, I handed over the last furnished apartments to focus just on financial consultation.
So, What is different now?
As an independent financial consultant for Swiss Life Select in Germany, I run my own business and I am responsible for my business. There is nobody behind me to tell me what I have to sell to whom. I am free to make my decisions with which clients I would like to work with and I have the best tools and products out of 180 different insurance and financial product companies to provide the best solution for my clients. That really makes me proud.
I can provide the best and the most authentic solution for your financial needs.
I am happy to meet you soon,
Your Marcel