Finanzberater / Finanzberaterin (m/w/d)
Core
Holistic, needs-based financial advisory for private clients covering investment, financing, and insurance, plus corporate risk management and leasing for SMEs.
Role type
Senior financial advisor (IC)
Builds
Financial products and advisory services for private individuals and small-to-medium enterprises
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, complex problem solving, digital tool usage, persuasive communication
Preferred skills
Entrepreneurial mindset, self-management
Technologies
Digital advisory tools
Responsibilities
Holistic and needs-based customer care without product mandates, acquiring new clients, independent management of daily work, on-site customer consultation using digital tools