Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Provide holistic, needs-oriented financial advice and asset management services to clients using both in-person and digital tools.
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, sales, relationship management
Responsibilities
Client consultation on-site and via digital tools, holistic customer care without product mandates, independent management of daily work, acquiring new clients