VZ VermögensZentrum | Germany | 79xxx Lörrach | Permanent position | Full time | Published since: 24.08.2026 on stepstone.de
Swiss Private Bank – Entry-Level Private Banking (m/f/d)
You want to help people achieve their financial goals? Without sales printing or product specifications? Then you will suit us: We advise customers independently and completely to retire, old-age provision, investment and estate. We are an international company with Swiss origin and stand for stability and continuity. If you want to grow with us, apply for our location in Lörrach. .
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Your tasks • Your profile • What we offer
In the team you develop individual financial solutions – from retirement planning to depot analyses to asset management and appropriate investment strategies. From the start, you support experienced consultants in preparing and posting customer talks and accompany them to appointments. Step by step, you take responsibility. The next milestone is your promotion to the consultant with its own customer responsibility. You work in an environment without sales, product sales and acquisition – the focus is exclusively on consulting.
A completed bank or savings bank training or a (running) study – main thing, you are interested in financial topics. You want to learn how to combine investment, retirement, real estate and succession. And how the overall asset situation can be analyzed and optimized. You enjoy dealing with people, curiosity, initiative and the desire to take responsibility.
Consultancy with meaning: You support individuals in key financial decisions – on a fee basis and without sales pressure. A growing company with a long-term perspective in an international environment. Clear development possibilities and a structured incorporation. Attractive extras: regular team events, job ticket, occupational retirement, Pluxeee and EGYM Wellpass. .
Location
![]() | VZ VermögensZentrum | |
| 80333 Lörrach | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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