Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-based financial advice on asset management, financing, and insurance to individual customers and SMEs.
Role type
Financial advisor (IC)
Builds
Financial advice and product solutions for private clients and small/mid-sized enterprises
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer acquisition, holistic financial planning, digital tool usage, entrepreneurial mindset
Preferred skills
Self-confidence, friendly and persuasive communication, digital interest