Finanzberater / Finanzberaterin (m/w/d)
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
Conduct in-person client consultations, acquire new clients, utilize digital advisory tools, manage client portfolios
Seniority
Mid-level, experienced IC