Finanzberater / Finanzberaterin (m/w/d)
Hybrid
Core
Providing holistic, needs-oriented financial advice and customer acquisition for individuals and SMEs across investments, financing, and insurance.
Role type
Financial advisor (IC)
Builds
Financial advisory services and risk management solutions for private clients and small-to-medium enterprises
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, risk management, SME advisory, digital tools usage, complex problem explanation
Preferred skills
Entrepreneurial mindset, self-confidence, digital interest
Technologies
Digital advisory tools
Responsibilities
Holistic customer care without product mandates, acquiring new clients, managing independent daily workflow, on-site and digital customer consultation