Private Clients Consultant, 80-100%

Our clients are well-prepared for retirement, make effective investments, structure their assets optimally, and reduce their costs. This is what makes us number one in independent financial consulting. If you wish to advise your clients independently in a dynamic environment with varied work, come join our team. You will manage a portfolio of clients in the client segment and advise our clientele in all areas related to investments, mortgages, and private retirement planning. You aim to create long-term relationships with your clients, understand their financial goals and needs, and develop tailored solutions for them. Your expertise will be used to analyze the current situation of each client, identify potential risks and opportunities, and provide recommendations for optimal investment strategies. In addition, you will also advise on mortgage financing options and private retirement planning. You will work closely with our team of experts to ensure that your clients receive comprehensive advice and support. We are looking for a motivated and experienced consultant who is passionate about financial consulting and has excellent communication skills.