Finanzberater / Finanzberaterin (m/w/d)
Core
Provide holistic, needs-oriented financial advice to customers on asset management, financing, and insurance, utilizing both in-person and digital tools.
Role type
Financial Advisor (IC)
Builds
Financial advisory services for individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer relationship management, financial product knowledge, digital tool proficiency, persuasive communication, independent work
Preferred skills
Entrepreneurial mindset, self-confidence