Finanzberater / Finanzberaterin (m/w/d)
Hybrid
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 advisory services and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, complex problem solving, digital tool usage, persuasive communication
Preferred skills
Entrepreneurial mindset, self-management
Technologies
Digital advisory tools
Responsibilities
Holistic customer care without product mandates, acquiring new clients, independent management of daily work, on-site and digital customer consultation