Senior Finanzberater - Geldanlage / Privatkunden / medizinischer Kundenstamm (m/w/d)
Core
Senior independent financial advisor managing an existing high-value client portfolio in the medical sector, providing advice on investments, wealth management, real estate, financing, and risk protection.
Role type
Senior independent financial advisor (medical sector)
Builds
Financial advice and risk protection solutions for medical professionals
Domain
Financial services / Medical sector
Deliverable
client delivery
Required skills
Investment advice, wealth management, real estate advisory, financing, risk protection, client acquisition, networking, complex explanation of financial concepts
Preferred skills
Degree or training in banking, finance, or insurance, experience advising private clients in the medical field
Technologies
Digital advisory tools, online contract signing platforms
Responsibilities
Advise clients on investments, wealth management, real estate, financing, and risk protection; expand the client base in the medical environment; continuously develop professional skills
Seniority
Senior, independent contractor