Finanzberater - Anlageberatung / Altersvorsorge / Versicherungen (m/w/d)
Core
Develop and implement individual financial strategies for clients, covering investment advice, pension planning, and insurance.
Role type
Financial advisor (investment, pension, insurance)
Builds
Personalized financial plans and long-term client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment funds knowledge, Pension planning expertise, Financial analysis, Client relationship management, Financial product knowledge, Strategic planning
Preferred skills
Sustainable finance interest, Empathy, Self-management, Team collaboration
Responsibilities
Analyze client financial situations, Conduct personal consultation meetings, Build and maintain long-term client relationships, Develop individual financial concepts, Support clients in decision-making processes, Contribute to the development of consulting processes and offers