VZ VermögensZentrum | Germany | 40xxx Düsseldorf | Permanent position | Full time | Published since: 13.12.2025 on stepstone.de
Financial Advisor in Private Banking, 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
Development of tailor-made financial concepts for our demanding private customers, from depot analyses to investment proposals to complex financial planning. Building a customer base and participation with existing customers in the Düsseldorf branch. Preparation and follow-up of customer discussions and supervision of asset management customers. Takeover of independent customer responsibility and active new customer acquisition.
Successfully completed bank/park occupant training or completed studies in this field Multiannual professional experience in banking or customer consulting Funded knowledge of investment, pension provision, real estate, succession planning Joy in direct customer contact High self-motivation, sense of responsibility and the will to continuously develop
Lenses and commission-free advice from individuals. A personal development plan that allows you to quickly take responsibility and drive your career forward. Benefits like Jobticket, baV, Pluxee, EGYM Wellpass, Corporate Benefits, regular corporate events. Flexible working time models that leave room for training, family, sports and personal projects. You work in a company that was awarded one of the best asset managers in Germany by the €uro magazine. A positive working environment that is regularly assessed by our employees as above-average. .
Location
 | VZ VermögensZentrum | |
| 80333 Düsseldorf | ||
| Germany |
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