Private Clients Consultant — VZ VermögensZentrum
- Location
- Vevey
- Contract
- Part-time
- Posted
- 2 days ago
Full description
Our clients retire well prepared, invest effectively, optimally structure their assets and reduce their costs. That's what makes us the number one independent financial council. If you want to advise your customers independently in a dynamic environment with a variety of work, come and join our team in Vevey.
- You manage a portfolio of clients in the Private Clients segment and advise our clients in all areas related to wealth, in particular investments, mortgages and private provision.
- You want to create a lasting added value for your customers.
- You perform a solid in-house training and quickly assume responsibilities, especially for the wealth management of our clients.
- Learning from a bank or insurance
- Professional experience in customer counselling
- The meaning of customer contact
- Curiosity, ambition and team spirit
- Knowledge of German would be an asset for internal communication
- As far as continuing education is concerned, you're here at the right address. on the occasion of in-house training, you acquire extensive knowledge in the fields of wealth management, foresight, 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, transparency, fairness and refreshing simplicity.
- Most positions are also open on a part-time basis, so that there is still time for further training, family, sport and projects that are important to you.
- Satisfaction surveys regularly confirm that employees regard VZ as an extremely positive working environment, in which they can fully flourish. Experience it too!
Requirements
- Un apprentissage auprès d'une banque ou assurance
- Une expérience professionnelle dans le conseil à la clientèle
- Le sens du contact clients
- De la curiosité, de l'ambition et un esprit d'équipe
- Une connaissance de l'allemand serait un atout pour la communication interne
Questions about this listing
What salary does VZ VermögensZentrum offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Vevey is CHF 104'500 - 183'500 gross per year — an estimate, not a figure communicated by VZ VermögensZentrum. The calculator on this site converts a gross salary into your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does VZ VermögensZentrum offer?
This listing is a part-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with VZ VermögensZentrum during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Vaud?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Vaud's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Vaud's cantonal migration office or with HR during the application.
How do I apply for this position at VZ VermögensZentrum?
Use the "Apply now" button on this page — it links directly to VZ VermögensZentrum's original listing at app.jobportal.abaservices.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
