Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing holistic, needs-oriented financial advice and asset management to clients using digital tools and in-person consultations.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, digital tool usage, complex problem explanation, self-management
Preferred skills
Entrepreneurial mindset, confident communication
Technologies
Digital advisory tools
Responsibilities
Client consultation, holistic customer care, new customer acquisition, independent daily work management