Trainee Program – Independent Wealth Management
Machine-translated from German ·
Key facts
What you bring
Completed or ongoing university or university of applied sciences degree. Interest in financial topics and enjoyment of customer contact. Additionally, curiosity, ambition, and a willingness to take on responsibility are required.
Your tasks
From the start, trainees are involved in advisory meetings and gradually take the lead. They analyze customers’ wealth situation, develop suitable strategies for retirement planning, investments, real estate financing, estate planning, and tax optimization, and support the implementation. The work is varied and dynamic, covering the entire financial situation of clients.
What they offer
The Trainee Program offers a direct entry into financial advisory services with flexible working hours and part-time models. The corporate culture is characterized by independence, transparency, fairness, and flat hierarchies, with an average age of around 30. After completing the program, trainees take on their own clients. The work environment is centrally located in the city with modern offices, a cafeteria offering free drinks and snacks, a table football game, and showers. Regular surveys show an above-average positive work environment where employees can fully develop their potential.