Finanzberater (m/w/d) Kundenorientierung / Beratung

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Permanent Employment

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Heidelberg

Finanzberater (m/w/d) Kundenorientierung / Beratung

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Immediately searched (unlimited)
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30–40 h per week
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No salary specified
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Remote work not possible
Und? Bereit einen neuen Weg einzuschlagen? Dann hast du jetzt die Möglichkeit mit uns zusammen zu arbeiten! Selbstständig und auf erfolgsbasierter Basis!
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Was Dich erwartet?

  • Du übernimmst die persönliche Beratung der Kunden und Präsentation unserer Dienstleistung 
  • Du erstellst Angebote und Konzepte, organisierst und begleitest Events
  • Du übernimmst Neukundenakquise, Kundenbetreuung und Empfehlungsmanagement
  • Du pflegst und erweiterst unser Netzwerk, betreust und bildest neue Mitarbeiter aus 
  • Du kommunizierst mit externen Dienstleistern und Partnern
  • Du übernimmst das (Team-)Controlling und Recruiting neuer Mitarbeiter 
  • Du kannst bei uns entweder in Vollzeit, Teilzeit oder auch studienbegleitend einsteigen

Occupational fields

Bankberater Privat- oder Firmenkunden (m/w/d)

Banking & Wealth Management

Finance

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Was wir Dir bieten?

  • Eine komplett digitalisierte Kundenberatung 
  • AEC DISG Potenzialanalyse
  • Zeitlich flexible und örtliche ungebundene Arbeit sowie Förderung und Raum für persönliche Entfaltung
  • Freiraum für eigene Familie und Kinder
  • Ein freundliches und lockeres Arbeitsklima und Teamevents
  • Aufgabenbewältigung in Teamarbeit 
  • 1 zu 1 Mentoring und praxiserprobtes Insider-Wissen
  • Netzwerk aus erfolgreichen Selbstständigen und Unternehmern
  • Karriereperspektive in einem der innovativsten Unternehmen in der Branche
  • Leistungsorientiertes Vergütungsmodell auf Provisions- und Honorarbasis
  • Eine mehrwöchige Sichtungs- und Einarbeitungsphase, in der du dein Team und das Unternehmen genauer kennenlernen wirst
  • Zentralisiertes online Ausbildungssystem und Individuelle Einarbeitung im “inverted classroom” Modell

Free Course Offers

Music Allowed at Work

Sport and Recreation Facilities

Fair Remuneration

Performance-Related Salary Component

Agile Working

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Was Du mitbringen solltest?

  • Abgeschlossene Schulausbildung 
  • Kein abgeschlossenes Studium notwendig
  • Gerne wirtschaftlich kaufmännischer oder akademischer Hintergrund
  • Sehr gute Deutschkenntnisse
  • Interesse am Kundenkontakt und Kundenorientiertheit
  • Interesse an Weiterbildung, Teambereitschaft und Eigeninitiative
  • Digitale Kompetenz (Microsoft Office + Social Media) und Begeisterungsfähigkeit für Finanzen und Persönlichkeitsentwicklung

All levels welcome (no experience required)

Languages

German

Skill set

Kundenorientierung

Kundenbetreuung

Kommunikative Kompetenz

Microsoft Office

Teamarbeit

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About Königswege GmbH

Das 2016, aus dem Streben nach Neuerung, gegründete Start-Up ist dabei untrennbar mit wissenschaftlicher und honorarbasierter Beratung für Privatkunden verknüpft und pflegt Kontakte zu verschiedensten Lehrstühlen an Hochschulen und Universitäten. Diese Herangehensweise ist nicht zuletzt verantwortlich für den exzellenten Ruf des Unternehmens und seiner Partner.
Foundation year icon
Founded in 2016
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250-499 employees
Company sectors icon
Finanzen
Company size icon
Startup
Company estimated annual revenue icon
10 - 50 M € annual revenue

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More information about the company
Frequently asked questions

Frequently asked questions

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Who or what is Campusjäger by Workwise?

Campusjäger is part of Workwise - a job platform that supports you throughout your entire career. We take care of recruiting for various companies and accompany you through the entire application process. Via Campusjäger by Workwise you can find jobs for students and graduates. You can manage your applications in your Workwise profile. Learn more about the connection between Workwise and Campusjäger.

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Is the job I see still available?

For jobs that are still open, you can click the 'Apply now' button. If this is not possible, the job has already been filled or temporarily deactivated.
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Which documents do I need for my application?

That depends entirely on the job you are applying for. In many cases it is sufficient to upload your PDF resume or fill out your Workwise profile.

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Where can I upload my records or documents?

You can upload your application documents in your Workwise profile. These can only be viewed by companies you are applying to.

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Where can I find more information about the company?

You can find more information in the company profile of Königswege GmbH.

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Can I process my application afterwards?

Yes, this is possible. In your application overview you can view your information and make changes. If you have already been invited to an interview, editing is no longer possible. However, you can still add general information and upload additional documents in your profile.

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How do I get news about my application?

In your application overview at Workwise you have an overview of the application progress at any time. Additionally, we send you emails about the most important status changes.

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Can I send several applications at once?

The number of your applications is not limited. An overview of your applications can be found at Workwise.

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Can other companies see where else I have applied?

No, companies can only see the applications they have received.
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Can I also contact the company's contact person directly?

Personal contact is possible via chat as soon as you have been invited for an interview. Before that, you will receive all important status changes by e-mail. If you have any questions, you can contact your personal Candidate Manager:in from Workwise.

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I don't think I meet all the requirements. Can I still apply?

Even if you don't meet all the requirements, you can make up for missing knowledge with additional skills. Use the application's questions to address your motivation and show the company why you are still a good fit for the job. If you don't meet many or all of the requirements, the application will not be successful.
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What do I have to consider if I am not from Germany?

Please make sure to provide all necessary documents within your Workwise profile. It should include an EU work-permit (if you have no EU citizenship) and a CV at least. Depending on the position you are applying to, you could also be asked for a certificate of enrollment, a transcript of records or a language certificate. We would also recommend to inform yourself thoroughly in advance about visa regulations. Therefore you can use the official visa navigator from the Federal Foreign Office.

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What do I have to consider if German is not my mother tongue?

Please take into account the job’s language requirements and make sure the requirements match your skills. In the job search you can use the language filter to find jobs without German language requirements. It is also helpful to provide language certificates. This section in our help center may support you during the application process.

Our job offer Finanzberater (m/w/d) Kundenorientierung / Beratung sounds promising? We're looking forward to your application.

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