Entry into Wealth Management - Mount Savage, MD, United States - Aurora Solutions

Aurora Solutions
Aurora Solutions
Verified Company
Mount Savage, MD, United States

2 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
The VZ VermögensZentrum is an innovative financial service provider with Swiss roots.

For over 15 years, we have been advising our clients on a fee basis and managing their assets - without our own product sales.

With growing success. That's why we are looking for reinforcements for our team in Düsseldorf.


Entry into Wealth Management (m/f/d), 100%:


What to expect:


  • In a team, you will develop individual concepts for our clients on the topic of money, from portfolio analyses and investment proposals to complex financial planning.
  • You support our client advisors in preparing and following up on consultation meetings, as well as in managing our asset management clients.
  • You strive to quickly take on independent customer responsibility and acquire new clients.

What you bring:


  • You have successfully completed a degree in economics at a university or university of applied sciences and may already have some experience in advising at a financial service provider.
  • You are proficient in using common office programs (MS Outlook, Excel, Word, etc.).
  • You work reliably, independently, and accurately, and always approach tasks with a resultsoriented mindset.
  • You are interested in the happenings of stock markets and capital markets.
  • You also find topics such as taxes, real estate, inheritance, roboadvisors, and retirement planning interesting.
  • You are empathetic and able to explain complex relationships.

What we offer you:


  • You will provide objective and commission
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