Angestellter Finanzberater/ Financial Consultant (m/w/d)
Core
Providing financial and insurance advice to private clients, including investment and pension planning.
Role type
Financial Consultant (IC)
Builds
Financial advisory services for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Experience in banking and insurance products, Customer relationship management, Financial planning, Investment advice, Pension planning, Biometrics advice
Preferred skills
None stated
Technologies
None stated
Responsibilities
Consulting private clients, Managing existing client relationships, Investment consulting, Pension planning consulting, Biometrics consulting
Seniority
Entry to Mid-level