You will advise clients on investment, retirement, and financial solutions while developing individual wealth accumulation strategies. You will build long-term client relationships using provided leads rather than cold calling.
You will provide financial consulting, including wealth management and investment strategies, to international professionals relocating to Germany. Your role involves managing long-term client relationships and delivering high-ticket financial solutions.
You will conduct professional client consultations to identify financial needs and provide tailored solutions in insurance and investment. Additionally, you will support the acquisition of new clients and gradually build your own client base while working closely with experienced mentors.
You will analyze individual retirement gaps and develop holistic financial concepts to ensure long-term security for clients. Additionally, you will provide advice on tax-optimized pension solutions and maintain long-term relationships with clients as their financial situation evolves.
