Senior Finanzberater - Kundenstamm Medizin (m/w/d)
RemoteFreelance / independent contractor
Core
Independent financial advisor managing and expanding a portfolio of high-net-worth clients in the medical sector, providing advice on asset management, real estate, and risk protection.
Role type
Senior independent financial advisor (medical sector)
Builds
Financial portfolios and risk protection strategies for medical professionals
Domain
Financial services / Insurance / Real Estate
Required skills
Financial advisory experience, client acquisition, networking, complex explanation of financial concepts
Preferred skills
Degree or training in banking/finance/insurance
Responsibilities
Advise clients on investment, asset management, real estate, financing, and risk protection; expand the client base in the medical sector; network for client acquisition and retention.
Seniority
Senior, independent contractor