Finanzberater / Finanzberaterin (m/w/d)
Core
Providing holistic, needs-oriented financial advice and asset management to customers 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, customer acquisition, digital tool usage, sales, relationship management
Responsibilities
Customer consultation, holistic client care, new customer acquisition, utilizing digital advisory tools