Nebenberuflicher Einstieg als Vermögensberater (m/w/d) – auch ohne Vorkenntnisse!
Core
Part-time financial advisor role focusing on client analysis, financial strategy planning, and building a personal client base.
Role type
part-time financial advisor (wealth management)
Builds
individual financial and wealth strategies for clients
Domain
financial services / wealth management
Deliverable
client delivery
Required skills
client relationship management, financial analysis, strategic planning, sales development, continuous learning
Preferred skills
flexibility, self-motivation, reliability
Technologies
none stated
Responsibilities
analyze customer situations and financial questions, prepare consultation meetings, develop individual financial strategies, build a personal client base
Seniority
entry-level, part-time