VZ VermögensZentrum | Germany | 79xxx Lörrach | Part time - flexible / Full time | Published since: 09.01.2026 on stepstone.de
Entry into customer service in private banking, 80-100% (m/f/d)
We advise individuals on financial issues in important stages of life: planning your retirement, optimizing your retirement plans, selecting suitable investments and structured estate planning. Our experts always advise and decide independently, as we do not sell or mediate products. The interests of our customers are also at the heart of the asset management. Our quality has been awarded several times: In the competition of the €uro magazine, we were awarded three times as the best asset management in Germany.
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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 outset: You accompany experienced consultants during the preparation and follow-up of customer talks and accompany them on appointments. Step by step more responsibility: Through your personal development plan, you grow into responsibility. The next milestone: your promotion to the consultant.
A completed bank or savings bank training or a (running) study – main thing, you are looking for finance topics. You are interested in investment, pension provision, real estate and succession planning and will be happy to advise others. Joy in 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. The VZ asset center has been on growth course for years: For this we build on employees who want to grow together. Attractive extras: Enjoy additional services such as Jobticket, Occupational Care, Pluxee, EGYM Wellpass and regular team events. .
Location
 | VZ VermögensZentrum | |
| 80333 Lörrach | ||
| Germany |
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