Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
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Hybrid Investment, Banking, Retirement and Financing Advisor
Posted last week
About the role
- Become part of a dynamic team providing top-notch investment and financial planning consulting. Support clients with expertise in investment, insurance, and financing advice.
Responsibilities
- Advise existing clients
- Acquire new clients
- Provide support through solid expertise in investment, insurance, and financing advice
Requirements
- No prerequisites for career changers
- Completion of BÖV, insurance agent and/or wealth advisor certification is an advantage
- Professional demeanor and impeccable German language skills
Benefits
- Commission-based compensation
- Bonus payments
- Company car
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