The role involves building a client pipeline, conducting consultations, and developing financial and pension concepts. You will work closely with experienced consultants to optimize client solutions and ensure long-term relationship management.
The role involves analyzing financial situations to develop precise concepts for security, provision, and asset planning for high-net-worth clients. Additionally, the candidate will take responsibility for consulting processes and support the strategic organizational growth of the Hamburg center.
The role involves building a customer pipeline through appointment setting and learning financial consulting processes. Responsibilities include analyzing customer situations, preparing consulting documents, and managing follow-ups within a performance-driven team.
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market changes.
The trainee will learn to conduct professional client consultations and develop tailored financial solutions for insurance and investments. Responsibilities include acquiring new clients, performing financial analyses, and building a personal client base under mentorship.
The role involves guiding new customers through onboarding and individual financial planning while providing ongoing professional support. Responsibilities include analyzing insurance and pension needs, documenting processes, and maintaining stable customer relationships.
Analyze the financial situations of private and business clients to develop customized financial and pension concepts. Build long-term client relationships and regularly optimize financial solutions based on market conditions.
The role involves managing warm leads and conducting structured initial consultations to determine client needs. Additionally, the employee supports financial advisors with appointment preparation and CRM documentation.
Analyze individual pension gaps and develop holistic retirement concepts to ensure financial security for clients. Provide advice on tax-optimized pension solutions and continuously adapt plans to changing life situations.
