Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-oriented financial advice and customer acquisition for individuals and SMEs across asset management, financing, and insurance.
Role type
Financial Advisor (IC)
Builds
Financial advice and product solutions for private and business clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer acquisition, holistic financial planning, SME risk management, leasing, corporate pension planning, business consulting, complex problem solving, German (C2), digital tool usage
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest
Technologies
Digital advisory tools
Responsibilities
Holistic and needs-oriented customer care without product mandates, acquiring new customers, independently designing the daily workflow, on-site customer consultation
Seniority
Mid-level, experienced IC