Baufinanzierer / Bank- und Versicherungskaufleute (m/w/d)
Core
Provide comprehensive consulting solutions to clients on construction financing, insurance, and wealth building.
Role type
Senior IC financial consultant (construction financing)
Builds
Individual financing concepts and insurance/wealth-building solutions for private clients
Domain
Financial services / Real estate / Insurance
Deliverable
client delivery
Required skills
Construction financing expertise, Insurance knowledge, Wealth management, Client advisory, Financial product comparison, Relationship management
Preferred skills
Access to banking partner network, Modern consulting methods
Responsibilities
Advise clients on construction financing, insurance, and wealth building; Develop individual financing concepts; Support clients from initial consultation to implementation