Financial Advisor

Provide independent, comprehensive digital investment advice to customers, build long-term relationships through proactive communication, create financial plans and wealth strategies, guide customers through changing capital markets, improve customer-facing processes, and support administrative matters related to customer relationships.

Responsibilities

• Provide independent and comprehensive digital investment advice to customers
• Build long-term customer relationships through proactive information exchange
• Create financial plans for customers
• Guide customers strategically through changing capital market conditions
• Develop successful wealth strategies
• Collaborate across departments to optimize processes
• Implement ideas that improve customer satisfaction
• Provide administrative support for customer relationship matters

Requirements

• Qualification under §34f GewO for financial investment intermediation
• Relevant experience in customer service or customer advisory, private banking, wealth management, financial advisory, or insurance advisory
• Strong knowledge of finance and capital markets
• Understanding of insurance products, financial products, and holistic portfolio construction
• Independence and a hands-on mindset
• Excellent analytical and communication skills
• Strong interpersonal and teamwork skills
• Motivation to develop digital processes
• Native-level German and good written and spoken English