Finanzberater m/w/d/ auch als Quereinsteiger
Core
Financial advisor providing individual analysis of clients' financial situations and developing tailored financial solutions for private and business clients.
Role type
Financial Advisor (IC)
Builds
Customized financial products, insurance solutions, and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, product presentation, insurance planning, retirement planning, investment strategy, Microsoft Office (Excel, PowerPoint), modern financial software
Preferred skills
Sales experience, customer advisory experience, knowledge of financial regulations and market trends
Responsibilities
Advise clients on financial planning and investment opportunities, analyze individual financial situations, develop and present tailored financial solutions, support selection of insurance and investment products, maintain and expand client base through proactive contact, create financial reports and presentations, collaborate with internal and external partners, undergo continuous training in financial services and regulations