Finanzberater (w/m/d)
Core
Provide independent digital investment advice, financial planning, and long-term wealth management strategies to customers via a digital platform.
Role type
Senior Financial Advisor (Digital Wealth Management)
Builds
Digital investment advisory services and personalized financial strategies for individual clients
Domain
Financial Services / Wealth Management / Digital Finance
Deliverable
client delivery
Required skills
Investment analysis, financial planning, portfolio construction, digital affinity, proactive communication, process optimization
Preferred skills
Insurance product knowledge, private banking experience, strategic market guidance
Technologies
Digital advisory platforms, financial data tools
Responsibilities
Conduct independent and comprehensive digital investment advisory for clients; Build long-term and trusting customer relationships through proactive information exchange; Perform financial planning for clients; Provide strategic guidance through dynamic capital market phases; Collaborate cross-functionally to optimize processes and enhance customer satisfaction; Provide administrative support for customer relationship management