Finanzberater*in // Schwerpunkt Investment (m/w/d) gesucht
Hybrid
Core
Investment advisor serving female clients on a fee basis, focusing on investment strategies and implementation.
Role type
Investment advisor (IC)
Builds
Investment strategies and financial product recommendations
Domain
Financial services / Investment
Deliverable
client delivery
Required skills
Investment strategy, client consultation, MS Office, German (fluent), digital tools (Zoom, Miro), telephone communication
Preferred skills
Self-organization, teamwork
Technologies
Zoom, Miro
Responsibilities
Advise clients on investment strategies, implement investment plans, communicate via phone and digital channels