Kundenberater (m/w/d) für Privat- und Firmenkunden
Core
Financial advisor analyzing client situations and developing concepts for insurance, provision, and wealth building.
Role type
Senior financial advisor (private and corporate clients)
Builds
Individual financial concepts and long-term client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, concept development, client communication, relationship management, long-term planning
Preferred skills
Entrepreneurial mindset, high performance orientation, digital consultation skills
Responsibilities
Analyze financial situations of private and corporate clients, Develop individual concepts for insurance and wealth building, Conduct consultation and analysis conversations, Build and maintain a client base, Provide long-term client support across life phases