Entry into Financial Consulting – Independent Wealth Management

Key facts

What you bring

• Completed degree from a university of applied sciences, university of teacher education, university or other higher education institution
• Interest in financial matters
• Enjoyment of client contact
• Curiosity
• Ambition
• Team spirit

Your tasks

• Trainees are involved in client consultations from day one
• Gradual assumption of leadership roles
• Collaboration with experienced consultants
• Development of solutions for optimising clients’ wealth
• Topics include retirement planning, investments, property financing, estate planning and tax optimisation

What they offer

• Opportunity to advise your own clients after completing the trainee programme
• Growth-oriented environment with numerous development opportunities
• Vacancies also available for part-time positions
• Enables further education, family life or personal projects
• Uncomplicated corporate culture
• Regularly rated as a positive work environment

About the role

VZ VermögensZentrum is Switzerland’s number one independent financial advisory firm. The company optimises the entire financial situation of its clients and provides advice on retirement planning, investments, property financing, estate planning and tax optimisation. The trainee programme is a direct entry route in which trainees participate in client consultations from day one and gradually take on more responsibility. The programme lasts 18 to 24 months and enables participants to acquire all the skills necessary to work as a consultant.

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