Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice and asset management services to customers using both in-person and digital tools.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer acquisition, holistic financial planning, digital tool usage, independent work management
Preferred skills
Entrepreneurial mindset, confident and persuasive communication
Responsibilities
Customer consultation on-site and via digital tools, holistic and needs-oriented customer care without product mandates, independent management of daily work, acquiring new customers