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Junior Consultant - Independent Wealth Management, 80-100%

VZ VermögensZentrum

Employment type
Full-time
Location
Basel
First posted
Apply now

Professional experience Experienced professionals

Work location Basel

Workload 80-100%

Start date by arrangement

Department Financial Consulting

Employment type Permanent employment

Junior Consultant - Independent Wealth Management, 80-100% #

Our clients enter 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 part of our success story, you can find us in Basel at a central location.

What to expect from us ##

  • We always optimize the entire wealth situation of our clients. This makes your work more versatile and varied than in other financial companies.
  • In a team of experienced consultants, you will develop how our clients can best provide for their future, invest their money, finance their own home, regulate their estate, and save taxes.
  • Several times a week you will participate in advisory meetings and process the results.
  • You will have insight into the entire advisory process from A-Z and help the consultants to optimally support our wealth management clients.

What you bring with you ##

  • KV or comparable qualification, preferably at a bank or insurance company
  • Experience in the financial industry is a plus
  • Interest in money topics
  • Enjoyment of customer contact
  • Curiosity, ambition, and team spirit
  • Desire to progress

What we offer you ##

  • At VZ, many doors are open to you and 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 more time remains for further training, family, sports, 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 themselves. Become part of it!

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

Perspective As a Financial Consultant, a versatile job with exciting challenges awaits you

Collaboration We work in a networked manner, across locations, and at eye level

Would you like to know more about us?

Your work location ###

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:

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Posted 7 weeks ago

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