Finanzberater / Finanzberaterin (m/w/d)
Core
Holistic, needs-oriented customer care for individuals and SMEs covering asset management, financing, and insurance, with a focus on risk management and leasing for businesses.
Role type
Financial advisor (IC)
Builds
Financial advice and products for private clients and SMEs
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer acquisition, holistic financial planning, SME risk management, leasing advisory, digital tool usage
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest