Finanzberater (m/w/d) – Mehr Freiheit als in der Bank, Einkommen ohne Deckel
Core
Independent financial advisor building your own client base with holistic advice on savings, insurance, investments, financing, and real estate.
Role type
Independent financial advisor (IC)
Builds
Client relationships and financial portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory experience, client acquisition, portfolio management, holistic financial planning
Preferred skills
Professional qualification (§34d, §34f, §34i), specialization in investment or corporate clients
Technologies
Swiss Life Select partner products
Responsibilities
Advise clients on comprehensive financial solutions, build and maintain a personal client portfolio, achieve performance targets
Seniority
Mid-Senior, experienced professional