Private Clients Consultant

About the job

Our clients enter retirement well prepared, invest their money successfully, are optimally insured, and save on taxes, premiums, and fees. This makes us the number 1 in independent financial advice. If you want to contribute to our success story, you will find us in Basel in a central location.

Private Clients Consultant

What to expect with us

• Your training builds on the knowledge you already have.
• Within a few months, you will develop into a specialist in the financial sector through on- and off-the-job training.
• Afterwards, you will take over an existing client portfolio with great potential.
• You ensure that your clients invest their money more successfully, accumulate more wealth, provide optimal provision, and finance their homes more cheaply.

What you bring

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

What we offer you

• With us, you move forward: gradually take on more responsibility in your job. 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 straightforward culture.
• Most positions are also open for part-time work, so there is 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 where they can fully develop. Become part of it!

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