Specialist in generational consulting and succession planning at a financial planning center in Paderborn. Consulting private clients on provision and succession topics while developing tailored solutions.
Responsibilities
Advise our private clients on retirement provision and succession planning in a specialist role
Develop tailored solutions for our clients in collaboration with the responsible client advisor
Support market colleagues with cross-selling by identifying signals and passing them on
Act as the specialist point of contact for generational consulting
Work closely with internal alliance partners and external network partners to implement clients' wishes and objectives
Requirements
Completed vocational training in banking or completed training/degree in tax or legal fields
Market and sales experience
High level of empathy, strong communication skills and willingness to learn
Self-organization and ability to work independently
Proactivity, commitment and team spirit
Benefits
Equal opportunities and diversity
Consideration of applicants with severe disabilities given equal suitability
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