Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-oriented financial advice and customer care for investment, financing, and insurance products.
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 relationship management, sales, digital tools proficiency, presentation skills
Responsibilities
On-site customer consultation, holistic client care, independent management of daily work