Finanzberater (m/w/d)
Core
Advise and support private clients on holistic financial planning and optimization, developing individual, sustainable solutions tailored to personal goals and life phases.
Role type
Financial advisor (private client)
Builds
Individual financial and pension concepts for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, solution development, client relationship management, regulatory compliance, continuous learning, proactive business development
Preferred skills
First experience in financial sales
Responsibilities
Analyze individual financial situations and client goals, develop tailored financial concepts, support implementation of agreed solutions, maintain long-term client relationships, expand client base through recommendations, document consultation sessions, monitor market and product developments, adhere to legal and regulatory requirements