Initial experience in Financial Consulting (for Biel/Bienne)

Key facts

What you bring

• Ongoing or completed studies at a university of applied sciences or higher education institution.
• Interest in finance.
• Good German language skills.
• Customer contact skills, curiosity, ambition, and willingness to take on responsibility.

Your tasks

• Optimising customers’ overall financial situation.
• Participating in advisory meetings from the start.
• Developing solutions for retirement planning, investments, financing of residential property, estate planning, and tax optimisation.
• Ensuring customer satisfaction through high-quality advice.

What they offer

• Dynamic work environment in a motivated team within a newly opened branch with diverse areas of activity.
• Opportunity to advise your own customers after completing the trainee programme.
• Strong growth prospects and excellent career opportunities.
• Part-time models possible to balance further education, family, sports, or personal projects.
• Regularly confirmed high employee satisfaction and positive work environment.

About the role

VZ VermögensZentrum is Switzerland’s number one provider of independent financial advice. The company helps customers optimise their retirement planning, invest money effectively, optimise insurance portfolios, and save on taxes, premiums, and fees. The trainee programme in Biel/Bienne offers the opportunity to participate in advisory meetings from the very beginning and gradually take on more responsibility. The goal is to acquire all the necessary skills to work as an advisor within 18 to 24 months.

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