Job offer
Consultant Wealth Planning (f/m/d)
The position of Consultant Wealth Planning (f/m/d) at VP Bank in Liechtenstein includes client advisory services, preparation of financial plans and presentations as well as back-office activities and external appearances. The ideal candidate should have a commercial education and/or a university/university of applied sciences degree, be very communicative and client-oriented and have a high level of self-motivation and independence.
Job description
Consultant Wealth Planning (f/m/d)Your challenge
- Client advisory services (support meetings and preparation of financial plans and their presentation)
- Internal sales activities, administration for market partners in the areas of Financial and pension planning
- External appearances (specialist presentations, editorial work, etc.) on the topics mentioned | "Ambassadors" for the topics mentioned
- Networking skills (internal, external), both professionally and in professional networks
- Collaboration in the further development of the Wealth Planning service family
- Representative participation in customer events and external specialist events
- Support and substitution in the team
Your profile
- Basic commercial training and/or university/university of applied sciences degree
- Customer-oriented, integrating personality with quick comprehension skills
- High level of self-motivation and independence
- Winner orientation and convincing appearance
- Fluent in German and business fluent in English
Your advantages
- Family and leisure
- Health promotion
- Further training
- Insurance and pension benefits
- Mobility and workplace
- Financial incentives
Job details
Training opportunities powered by skillaware.