Investment & Financing Consultant providing financial planning and investment advice. Supporting clients in Austria and Switzerland with expert financial strategies and planning.
Responsibilities
Beratung unserer bestehenden Kunden
Neukundengewinnung
Investment-, Versicherungs- und Finanzierungsberatung
Budget-, Steuer- und Wohnraumplanung
Teilnahme an einem Traineeprogramm für Quereinsteiger
Requirements
Branchenerfahrener Finanz- und Anlagenberater aus Banken-, Versicherungs-, oder Investmentbereich
Keine Voraussetzungen für Quereinsteiger, außer perfektes Auftreten und einwandfreies Deutsch
Abgeschlossene BÖV, Versicherungsagenten und/oder Vermögensberaterprüfung von Vorteil
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