Finanzberater (m/w/d) – Mehr Freiheit, mehr Einkommen
Core
Financial advisor providing independent wealth management and banking advice to clients, leveraging existing expertise from a bank or savings bank.
Role type
Senior IC financial advisor
Builds
Financial advisory services and client portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory experience, client relationship management, independent work, product knowledge
Preferred skills
Experience in banking or savings banks, desire for flexible working hours, self-motivation
Technologies
N/A
Responsibilities
Conducting client consultations, managing client portfolios, achieving performance targets, working independently or with initial support
Seniority
Senior, hands-on IC