Finanzberater / Finanzberaterin (m/w/d)
Hybrid
Core
Holistic, needs-based financial advisory for private clients covering investment, financing, and insurance, plus corporate risk management and leasing for SMEs.
Role type
Financial advisor (IC)
Builds
Financial products and advisory services for private and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, digital advisory tools, risk management, leasing, corporate advisory
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest
Responsibilities
Holistic customer care without product mandates, acquiring new clients, independent daily work planning, on-site and digital customer consultation