Finanzberater / Trainee Finanzberatung (m/w/d) - Quereinsteiger
Core
Develop and build financial and pension plans for clients.
Role type
Financial Advisor / Trainee
Builds
Financial and pension concepts for clients
Domain
Financial Services
Deliverable
client delivery
Required skills
Financial planning, client consultation, presentation creation, data analysis, marketing support
Preferred skills
Strong communication, motivation, willingness to learn, self-responsibility
Technologies
None stated
Responsibilities
Create financial and pension plans, consult and support clients, prepare and follow up on client meetings, assist in marketing and sales activities, create reports and presentations
Seniority
Entry-level / Trainee