Traineinee Program – Independent Wealth Advisory

Key facts

What you bring

• Completed or ongoing degree from a university of applied sciences (Fachhochschule) or a university of teacher education (höhere Fachschule)
• Interest in financial matters
• Enjoyment of client contact
• Curiosity, ambition and team spirit
• Willingness to take on responsibility

Your tasks

• Optimisation of clients’ entire wealth situation in collaboration with experienced Consultants
• Participation in advisory meetings from the very beginning
• Gradual assumption of leadership responsibilities
• Development of solutions for retirement planning, investments, financing of owner-occupied property, estate planning and tax optimisation

What they offer

• After the Trainee Programme (duration 18 to 24 months), there is the opportunity to advise your own clients
• The company is growing strongly, so many doors are open for professional development
• Part-time models are possible to allow time for further education, family, sports or personal projects
• The working environment is regularly rated as above-average positive
• Culture of independence, transparency, fairness and simplicity

About the role

The Trainee Programme at VZ VermögensZentrum is aimed at individuals with a current or completed degree from a university of applied sciences (Fachhochschule) or a university of teacher education (höhere Fachschule). The programme is a direct entry point and enables the acquisition of all the skills required to work as a Consultant in independent wealth advisory. The work involves the holistic optimisation of clients’ wealth situations, including retirement planning, investments, financing of owner-occupied property, estate planning and tax optimisation.

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