Financial Services Consultant

Vor 5 Tagen

Munich, Bayern, Deutschland HORBACH Vollzeit

Company Description

HORBACH, established in 1983, is a leading provider of comprehensive financial planning services. Specializing in academic professionals and discerning private clients, HORBACH offers personalized financial strategies and customized solution reports. The company focuses on supporting clients through various financial questions and life stages with tailored expertise. HORBACH is highly regarded for its commitment to delivering exceptional service and building long-lasting client relationships.

Role Description

This is a full-time on-site role for a Financial Services Consultant based in Munich. The consultant will be responsible for providing personalized financial advice, analyzing client needs, developing comprehensive financial plans, and delivering customized solutions. The role involves regular client interactions, interpreting financial data, and offering expert consulting services aimed at achieving clients' financial goals.

Qualifications

  • Strong background in Finance and Financial Services.
  • Excellent Analytical Skills for assessing complex financial situations and developing tailored solutions.
  • German Level is at least B1
  • Outstanding Communication skills to clearly explain financial concepts and strategies to clients.
  • Self-motivation, the ability to work independently, and a client-centric approach.
  • Relevant academic qualifications in Finance, Economics, or Business Administration are preferred.
  • Prior experience in financial services or consulting is a strong advantage.

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