Vermögensberater (m/w/d)
Core
Independent financial advisor providing holistic financial planning, investment, insurance, and pension solutions to private clients.
Role type
Independent financial advisor (self-employed)
Builds
Personalized financial and security concepts for individual clients
Domain
Financial services / Private wealth management
Required skills
Client acquisition and relationship management, Financial analysis and planning, Sales and business development, Entrepreneurial mindset, Communication and consulting
Preferred skills
Self-employment experience, Network building, Specialized knowledge in investment or insurance
Technologies
Financial planning tools, CRM systems
Responsibilities
Analyze individual financial situations and goals, Develop holistic financial and security concepts, Build and maintain a personal client base, Acquire new clients and expand existing relationships, Provide guidance on investments, insurance, pension, financing, and home savings, Collaborate with specialists and premium providers, Continuous professional development