Finanzberater (m/w/d)
Core
Provide financial advisory services for private clients, covering real estate financing, insurance, modern investments, private pension planning, and private loans.
Role type
Financial Advisor (IC)
Builds
Financial products and advisory solutions for private clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Real estate financing expertise, insurance knowledge, investment advisory, private pension planning, private lending, sales, customer relationship management, self-organization
Preferred skills
Commercial training background, sales talent
Technologies
Modern calculation tools
Responsibilities
Advise clients on real estate financing, insurance, investments, and private pension planning; manage client relationships; sell financial products