Individualkundenberater (m/w/d)
Core
Provide holistic financial advice to existing clients, analyze their financial situations, and develop individual investment and retirement strategies.
Role type
Individual financial advisor
Builds
Tailored investment and retirement concepts for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial analysis, client acquisition, relationship management, strategic planning, proactive communication, team collaboration
Preferred skills
Passion for finance, high-quality service orientation, motivation
Technologies
Modern advisory tools
Responsibilities
Analyze client financial situations, develop individual investment and retirement strategies, build and maintain long-term client relationships, acquire new clients, present innovative financial solutions, collaborate within the team
Seniority
Entry-level to Mid-level, client-facing IC