Brancheninsider Finanzdienstleistungsbranche (Kundenberatung)
Core
Independent financial advisor managing and expanding an existing client portfolio in the Allfinanz sector.
Role type
Independent financial advisor (Allfinanz)
Builds
Client relationships and financial product portfolios
Domain
Financial services (Banking/Insurance)
Deliverable
client delivery
Required skills
3+ years in financial services (banking/insurance), existing client portfolio management, independent business operation
Preferred skills
Recent (within 3 months) active experience in the industry
Technologies
N/A
Responsibilities
Manage and expand an existing client base, advise on financial products within the Allfinanz framework
Seniority
Independent contractor