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Private Clients Consultant 80-100%

VZ VermögensZentrum

Employment type
Full-time
Location
Sion
First posted
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Professional experience Candidates with professional experience

Workplace Sion

Occupancy rate 80-100%

Start date to be agreed

Sector Financial Consulting

Contract type Permanent contract

Private Clients Consultant 80-100% #

Our female and male clients retire well prepared, invest efficiently, structure their assets optimally, and reduce their costs. This is what makes us the number one in independent financial consulting. If you wish to advise your clients with full independence in a dynamic environment with varied work, come join our team in Sion.

What awaits you ##

  • You manage a portfolio of clients in the Private Clients segment and advise our clientele in all areas related to wealth, particularly investments, mortgages, and private pension.
  • You wish to create sustainable added value for your clients.
  • You complete solid internal training and quickly assume responsibilities, notably for the wealth management of our clients.

What you bring ##

  • An apprenticeship with a bank or insurance
  • Professional experience in client consulting
  • A sense of client contact
  • Curiosity, ambition, and team spirit
  • Knowledge of German would be an asset for internal communication

What we offer you ##

  • Regarding continuing education, you are in the right place with us. Through internal training, you acquire extensive knowledge in the areas of wealth management, pension, savings, and securities. We also support you in your external training projects related to your job profile.
  • As we are experiencing strong growth, many doors are open to you. You shape your career with us.
  • The main pillars of our success are our independence, our transparency, our sense of fairness, and our refreshing simplicity.
  • Most positions are also open part-time, so that time remains for continuing education, family, sport, and projects that are important to you.
  • Satisfaction surveys regularly confirm that employees consider VZ to be an extremely positive working environment in which they can fully thrive. Experience it for yourself too!

Training we invest in your professional evolution thanks to our own internal training structure

Perspectives as a Financial Consultant, you perform varied activities with exciting challenges

Collaboration we work in a network, on the scale of the entire company and on an equal footing

You want to know more about us?

Your workplace ###

Your contact person ###

David Speck
Senior Recruiting Manager

044 207 27 27

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

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

Apply here :

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Posted 6 weeks ago

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