Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Provide holistic, needs-oriented financial advice and asset management services to clients using both in-person and digital tools.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, digital advisory tools, complex problem solving, persuasive communication, German language (C2)
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools
Responsibilities
Client consultation on-site and via digital tools, holistic customer care without product mandates, independent management of daily work, acquiring new clients