Private Clients Consultant, 80-100%

Professional experience Experienced professionals

Work location Basel

Workload 80-100%

Start date immediately or by arrangement

Department Financial Consulting

Employment type Permanent employment

Private Clients Consultant, 80-100% #

Our clients go into retirement well prepared, invest their money successfully, are optimally protected, and save on taxes, premiums, and fees. This makes us number 1 in independent financial consulting. If you want to write our success story, you can find us in Basel at a central location.

What awaits you with us ##

• Your training builds on the knowledge that you bring with you.
• In a few months, you will undergo on-the-job and off-the-job training to become a specialist in the financial sector.
• After that, you will take over an existing client portfolio with a lot of potential.
• You ensure that your clients invest their money more successfully, save more assets, provide optimal pension provision, and finance their houses more cheaply.

What you bring with you ##

• Successfully completed apprenticeship at a bank or insurance company
• Initial experience in private client consulting
• Passion for working with clients
• Organizational talent
• Willingness to learn, curiosity, and ambition

What we offer you ##

• You make progress with us: gradually take on more responsibility in your job. In doing so, you can also benefit from our support for external further training.
• Because we are growing strongly, many doors are open to you. You shape your path together with us.
• Important principles of our success are independence, transparency, fairness, and a refreshingly uncomplicated culture.
• Most positions are also open for a part-time workload, so that there is also time for further training, family, sport, and projects that are important to you.
• Surveys regularly show that employees rate VZ as an above-average positive environment in which they can fully develop. Become part of it!

Training We invest in your development - with our own training institution

Perspective As a consultant, a versatile job with exciting challenges awaits you

Collaboration We work together in a networked, cross-location manner and at eye level

Would you like to know more about us?

Your place of work ###

Your contact person ###

David Speck
Senior Recruiting Manager

+41 44 207 27 27

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum (Headquarters)
Recruiting
Maximiliansplatz 12, 80333 München
www.vermoegenszentrum.de

Apply here: