Deutsche Vermögensberatung, founded in 1976 by Dr. Reinfried Pohl, offers comprehensive financial services for private clients in Germany, Austria, and Switzerland. Our services include insurance, pension plans, savings and financing solutions, and investment funds.

As a Financial Advisor, you will assist our clients in planning their financial future. Your tasks will include analyzing individual client needs, creating tailored financial plans, and providing continuous support to adapt to changing life situations. This full-time position is hybrid, based in one of our offices across Germany or, if preferred, largely from home.

Tasks

Position: Financial Advisor

Responsibilities:

Comprehensive financial planning and investment advice for clients
Development and implementation of tailored financial strategies
Building and maintaining close client relationships
Keeping up with market trends and financial products
Collaborating with team members to achieve company goals

Position: Team Leader

Responsbilities:

Leading and mentoring a team of financial advisors
Guiding and supporting team members in developing client relationships and financial strategies
Monitoring team performance and implementing continuous improvement strategies
Conducting regular training to enhance team skills and knowledge
Promoting a positive and cooperative team environment

Requirements

Position: Financial Advisor

Qualifications:

Knowledge in financial planning, pension planning, and investments
Basic understanding of finance
Experience in wealth management
Analytical skills, problem-solving competence, and excellent communication skills
Degree in finance or a comparable qualification

Position: Team Leader

Qualifications:

Bachelor's degree in finance, economics, or a related field
Proven experience as a financial advisor or in
a similar role
Knowledge of financial products, investment strategies, and market trends
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Certifications (e.g., CFP, CFA) are advantageous

If you are ready to join a dynamic team and make an impact in the financial industry, we would love to hear from you! Please send us your resume and a cover letter outlining your qualifications and explaining why you are the perfect fit for this position.

Jobs at Finanzwerk Hamburg

Job recommendations