Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Holistic, needs-oriented 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 advice and products for private individuals and SMEs
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, complex problem solving, digital tool usage, German (C2)
Preferred skills
Entrepreneurial mindset, self-confidence
Technologies
Digital advisory tools