Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing comprehensive financial advice on asset management, financing, and insurance to customers via on-site consultation and digital tools.
Role type
Financial advisor (IC)
Builds
Financial advisory services for individual and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, complex problem solving, digital tool usage, persuasive communication
Preferred skills
Entrepreneurial mindset, self-management
Technologies
Digital advisory tools
Responsibilities
On-site customer consultation, holistic needs-based client care, independent work organization, new customer acquisition