Finanzberater / Finanzberaterin (m/w/d)
On-site
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 advice and product solutions for private and business clients
Domain
Financial services (asset management, financing, insurance)
Deliverable
client delivery
Required skills
customer acquisition, holistic financial planning, SME risk management, leasing, business advisory, digital tool usage, complex problem explanation
Preferred skills
entrepreneurial mindset, self-confidence, digital interest
Technologies
digital advisory tools
Responsibilities
holistic and needs-oriented customer care without product mandates, acquiring new customers, independently managing daily work, on-site customer consultation
Seniority
Mid-level, hands-on IC