Finanzberater - Anlageberatung / Altersvorsorge / Versicherungen (m/w/d)
Core
Develop and implement individual financial strategies for clients to achieve their financial goals and create sustainable value.
Role type
Financial advisor (investment, retirement planning, insurance)
Builds
Client financial strategies and long-term relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial product knowledge, investment funds, retirement planning, client relationship management, financial analysis, strategic planning
Preferred skills
Sustainable finance solutions, workshop facilitation, process improvement
Responsibilities
Advise clients holistically on financial topics including investment and retirement planning, analyze financial situations to develop targeted concepts, build and maintain long-term client relationships, guide clients through decision-making processes, conduct personal and competent advisory sessions, contribute to the development of advisory processes and offerings