Senior Finanzberater - Kundenstamm Medizin (m/w/d)
Core
Senior financial advisor taking over an existing portfolio of medical professionals and expanding it through strategic cooperation and services.
Role type
Senior independent financial advisor (medical sector)
Builds
Financial advisory services for private and commercial clients in the medical field
Domain
Finance / Insurance / Healthcare
Deliverable
client delivery
Required skills
multi-year experience advising private clients in the medical sector, high advisory quality and customer orientation, networking in sales and customer acquisition, ability to explain complex matters clearly in German
Preferred skills
degree or training in banking, finance, or insurance
Responsibilities
advise clients on investment, wealth management, real estate, financing, and risk protection, build and develop the client base in the medical environment, continuously educate oneself to provide the best advice
Seniority
Senior, independent contractor/advisor