Private Clients Consultant

Our clients retire well-prepared, invest effectively, structure their assets optimally, and reduce their costs. This is what makes us the number one in independent financial advice. If you want to contribute your part to the building of our success, come join our team in Bienne. Private Clients Consultant (for Bienne) What awaits you You manage a portfolio of clients in the Private Clients segment and advise our clientele in all areas related to wealth, particularly investments, mortgages, and private pension schemes. You want to create sustainable added value for your clients. You complete solid internal training and quickly assume responsibilities, particularly for the wealth management of our clients. Bilingual working environment allowing you to perfect your second language up to a professional negotiation level. What you bring An apprenticeship with a bank or insurance company Professional experience in client advisory A sense of client contact Curiosity, ambition, and team spirit Very good knowledge of German What we offer you A dynamic environment with a highly motivated team, within a recently opened branch offering many opportunities and varied fields of activity. We advise our clients at more than 40 sites in Switzerland. Regarding continuing education, you are in the right place with us. Through internal training, you acquire extensive knowledge in the fields of wealth management, pension planning, savings, and securities. We also support you in your external training projects related to your job profile. As we are experiencing strong growth, many doors are open to you. You shape your career with us. The main pillars of our success are our independence, our transparency, our sense of fairness, and our refreshing simplicity. Satisfaction surveys regularly confirm that employees consider VZ to be an extremely positive working environment, in which they can fully thrive. Come and experience it for yourself! 2 Your contact person jpid465371cjm jpit0834jm jpiy26jm