Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice and asset management services to clients using digital tools and in-person consultations.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, digital tools usage, independent work
Preferred skills
Entrepreneurial mindset, confident communication
Responsibilities
Client consultation, holistic customer care, new customer acquisition, independent daily work
Seniority
Mid-level, experienced professional