Finanzdienstleister für Privat und/oder Firmenkunden (m/w/d)
Core
Financial advisor and coach for private and/or corporate clients, helping them navigate the financial world and develop individual concepts for retirement, insurance, and wealth building.
Role type
Financial advisor / wealth manager
Builds
Individual financial concepts for clients
Domain
Financial services / wealth management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, retirement planning, insurance planning, wealth building strategies
Preferred skills
Openness, motivation, people-oriented approach, interest in finance and economics, sense of responsibility, goal orientation
Technologies
Proprietary tools and methods
Responsibilities
Analyze clients' financial situations, develop individual financial concepts, accompany clients long-term, build sustainable client relationships, work independently as an entrepreneur
Seniority
Entry-level / career changer