Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing holistic, needs-oriented financial advice and asset management services to clients via on-site consultation 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 advisory, client relationship management, digital tools usage, sales, needs analysis
Responsibilities
On-site client consultation, holistic customer care, independent management of daily work