Finanzberater / Firmenkundenberater (m/w/d)
Core
Advise assigned corporate and business clients holistically on commercial and private financial topics.
Role type
Corporate financial advisor
Builds
Comprehensive financial advisory concepts for business clients
Domain
Financial services / Corporate advisory
Deliverable
client delivery
Required skills
Financial advisory expertise, sales strategy development, client acquisition, growth identification, structured problem solving, entrepreneurial mindset
Preferred skills
Strong communication, confident client interaction
Technologies
N/A
Responsibilities
Advise assigned corporate clients on commercial and private financial topics, develop and implement sales approaches and distribution strategies, identify customer needs and growth potentials, acquire new corporate clients and strengthen existing relationships
Seniority
Mid-level, independent advisor