Kundenberater

Conduct financial, provident, and protection counseling for private clients by preparing and executing structured advisory and strategy meetings. Analyze individual situations to develop tailored concepts while building and maintaining a personal client portfolio through long-term relationship management. Utilize digital tools for preparation, structuring, and documentation of client interactions, with opportunities to specialize in corporate business lines. Manage your own client relationships and career development within a structured onboarding program featuring individual mentoring for the first 36 months.