Traineinee Program – Independent Wealth Advisory

Key facts

What you bring

• Ongoing or completed degree from a university of applied sciences or higher professional education institution.
• Interest in financial matters and enjoyment of customer contact.
• Curiosity, ambition, and a desire for responsibility.

Your tasks

• Participation in advisory meetings from day one, gradually taking on more lead responsibility.
• Collaborating with experienced consultants to develop solutions in the areas of retirement planning, investments, real estate financing, estate planning, and tax optimisation.
• Independent management of own clients after completion of the trainee programme.

What they offer

• The trainee programme lasts 18 to 24 months and provides a direct entry into independent wealth advisory.
• Flexible working hours and the option of part-time employment.
• Attractive offices in a central location in Thun with a cafeteria, free drinks and snacks, a table football game, and showers.
• Strong growth prospects and diverse development opportunities after the programme.
• Exceptionally positive working environment according to regular employee surveys, as well as an exceptionally high Net Promoter Score of well over 70.

About the role

VZ VermögensZentrum is Switzerland’s number one independent financial advisory firm. The company helps clients prepare well for retirement, invest money successfully, ensure optimal protection, and save on taxes, premiums, and fees. The Thun location is centrally situated and features modern offices, a cafeteria, and a young, dynamic team with an average age of around 30. The company’s pillars are independence, transparency, fairness, and an uncomplicated culture with flat hierarchies.

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