Finanzberater / Finanzberaterin (m/w/d)
Core
Holistic, needs-based financial advisory for private clients covering investments, financing, and insurance, plus corporate risk management and leasing for SMEs.
Role type
Financial advisor (IC)
Builds
Financial advice and products for private individuals and SMEs
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, digital tools usage, entrepreneurial mindset
Preferred skills
None stated
Technologies
Digital advisory tools
Responsibilities
Holistic customer care without product mandates, acquiring new clients, independently managing daily work, providing on-site and digital customer consultation