Quereinstieg in die Vermögensberatung (m/w/d)
Core
Advise private and business clients on financial planning, provision, and wealth building, developing individual solutions tailored to their goals.
Role type
Entry-level financial advisor
Builds
Long-term client relationships and personalized financial strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
interpersonal communication, active listening, self-motivation, initiative, reliability, responsibility, willingness to learn
Preferred skills
completed vocational training or equivalent qualification
Responsibilities
Conduct consultations with clients, develop individual financial solutions, build long-term client relationships, participate in regular training and coaching, develop own client base
Seniority
Entry-level, career changer