Finanzberater - Anlageberatung / Altersvorsorge / Versicherungen (m/w/d)
Core
Develop and implement individual financial strategies for clients, covering investment advice, retirement planning, and insurance.
Role type
Financial advisor (investment, retirement, insurance)
Builds
Personalized financial concepts and long-term client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment funds knowledge, Retirement planning expertise, Financial product analysis, Client relationship management, Strategic financial planning, Complex topic simplification
Preferred skills
Sustainable finance interest, Empathy, Self-management, Team collaboration
Technologies
Modern advisory and IT tools
Responsibilities
Analyze client financial situations, Conduct personal advisory sessions, Build and maintain long-term client trust, Develop individual financial strategies, Support clients in decision-making processes, Contribute to the development of advisory processes and company positioning