Consultant - Accounting / Finanzwesen / Kundenberatung (m/w/d)

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Permanent Employment

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Hamburg

Consultant - Accounting / Finanzwesen / Kundenberatung (m/w/d)

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Immediately searched (unlimited)
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35–40 h per week
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No salary specified
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Remote work not possible
Als Vermögensberater lernen Sie unsere Dienstleistung kennen und übernehmen von Anfang an ein hohes Maß an Verantwortung. Zu den abwechslungsreichen Arbeitsabläufen eines Vermögensberaters zählen unter anderem folgende Aufgaben:
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Was erwartet Sie?

  • Sie prüfen die Angebote des Marktes und stellen sicher, dass unsere Kunden auf höchstem Niveau in den Bereichen Versicherungen, Investments, Finanzierungen und Immobilien beraten werden
  • Sie sind verantwortlich für das Vor- und nachbereiten von Kundenterminen
  • Sie übernehmen die Vorbereitung und Durchführung von Seminaren
  • Sie entwickeln Akquisemaßnahmen

Occupational fields

Consultant Finanz- und Rechnungswesen (m/w/d)

Accounting

Financial Planning & Analysis (FP&A) and Controlling

Finance

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Was bieten wir Ihnen?

  • Ein offenes, kollegiales und professionelles Team
  • Ein angenehmes Arbeitsumfeld
  • Einen ersten Schritt in Richtung Führungsnachwuchskraft
  • Top Aus- und Fortbildung mit zusätzlichen Zertifikaten
  • Branchennahe Interessenten (bspw. aus dem Bankwesen o.ä.) können bei einem Einstieg sehr gute Förderungen erwarten
  • Einen gepflegten Kundenbestand

Paid Continuing Education

Employee shares

Agile Working

Coaching Offers

Flat Hierarchies

Project Responsibility

Startup Flair

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Was sollten Sie mitbringen?

  • Sie haben ein abgeschlossenes Studium der Betriebswirtschaft oder eines ähnlichen Studiengangs (Bachelor, Master, Promotion)
  • Sie sind auf der Suche nach einer neuen beruflichen Chance
  • Sie bringen bereits erste Berufserfahrung in den Bereichen Banking, Versicherung oder Finanzberatung mit
  • Sie sind kommunikationsstark, verantwortungsbewußt, eigenständig und flexibel
  • Der Umgang mit Menschen bereitet Ihnen sehr viel Freude und Sie arbeiten gerne im Team
  • Sie sind einsatzfreudig und mobil

All levels welcome (no experience required)

Languages

German

Optional

Spanish

Skill set

Microsoft Office

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About the company

Wir sind ein moderner, leistungsorientierter Beratungs- und Bertreuungsdienstleister und grenzen uns von anderen Marktteilnehmern dahingehend ab, dass wir ein Familienunternehmen sind und ausschließlich verbraucherschutzgestützte Empfehlungen aussprechen. So erhalten unsere Kunden einen individuellen Vermögensplan aus einer Hand mit einem festen, persönlichen Ansprechpartner für alle Fragen und Aufgaben, die sich in der Zukunft ergeben. Unsere anspruchsvollen und zum Teil verwöhnten Kunden schätzen vor allem die Pro-Aktivität ihrer Berater, die ihnen damit die ständige Garantie auf einen "Up to date"-Zustand ermöglichen. Darüber hinaus unterstützen wir Unternehmen systematisch dabei, sich erfolgreich im Markt zu positionieren.

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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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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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Why can't I see which company I am applying to?

Some companies prefer to convince potential applicants with a meaningful job description instead of a strong employer brand. After your application, you will see which company it is. If you do not like the company, you can withdraw your application in your profile.
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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 Consultant - Accounting / Finanzwesen / Kundenberatung (m/w/d) sounds promising? We're looking forward to your application.

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