Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice to customers on asset management, financing, and insurance, including new customer acquisition.
Role type
Financial Advisor (IC)
Builds
Financial advisory services for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, digital tools usage, sales, relationship management
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools
Responsibilities
Conduct on-site customer consultations, acquire new clients, manage client portfolios across asset management, financing, and insurance
Seniority
Mid-level, experienced professional