Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Provide holistic, needs-oriented financial advice and asset management services to customers using digital tools and in-person consultations.
Role type
Financial advisor (IC)
Builds
Financial advisory services and investment products
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer relationship management, financial planning, digital tool usage, sales persuasion, independent work
Preferred skills
Entrepreneurial mindset, self-confidence, friendly demeanor