Mitarbeiter/in im Kundenmanagement (m/w/d)
Core
You guide women through their financial journey, from initial consultation to successful implementation of investment strategies, explaining complex financial topics simply.
Role type
Client-facing financial advisor (women's finance)
Builds
Individual investment and pension strategies for female clients
Domain
Finance / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, investment strategy development, financial analysis, client relationship management, risk communication
Preferred skills
Experience in finance or insurance, empathy, independent work
Technologies
None stated
Responsibilities
Advise women on finance, investments, and pension planning; Develop individual investment and pension strategies; Analyze existing financial situations; Accompany clients from consultation to implementation; Explain opportunities, risks, and possibilities of investment forms; Collaborate with marketing and community teams for client acquisition and retention