Finanzberater (m/w/d) – Versicherungen, Investment, Banking
Core
Holistic financial advisory for high-value clients covering insurance, pension planning, investment, and banking.
Role type
Financial Advisor (Insurance, Investment, Banking)
Builds
Individual financial strategies and long-term client relationships
Domain
Financial Services
Deliverable
client delivery
Required skills
Financial planning, client relationship management, holistic advisory, strategic thinking, independent work
Preferred skills
Experience in banking or insurance, modern digital tools usage, long-term client retention focus