Finanzberater / Finanzberaterin (m/w/d)
Core
Holistic, needs-oriented customer care for investment, financing, and insurance without product mandates.
Role type
Financial advisor (IC)
Builds
Financial advice and product solutions for private and business clients
Domain
Financial services (wealth management, financing, insurance)
Deliverable
client delivery
Required skills
customer acquisition, holistic financial planning, digital advisory tools usage, complex problem explanation in German (C2), entrepreneurial mindset
Preferred skills
self-confidence, friendly and persuasive demeanor, digital interest
Technologies
digital advisory tools
Responsibilities
holistic and needs-oriented customer care, new customer acquisition, independent design of daily work, on-site customer consultation
Seniority
Mid-level, hands-on IC