Privatkundenberater (Quereinstieg möglich) · Mentoring & Tools

Advise private and business clients on pension, savings, and investment solutions, including 3a/3b plans, ETF savings plans, and pension funds. Analyze client needs to create financial concepts and offers while excluding insurance products. Conduct online and in-person appointments, manage CRM follow-ups, maintain client portfolios, and generate recommendations. Perform backend tasks for appointment management and CRM upkeep. A full VBV training program covers all certification costs, supported by modern tools and mentoring. The role offers a clear career path from junior to team lead, flexible hybrid schedules, and annual incentives for top performers.