Student Assistant Sales / Financial Advisory (m/w/d) – Practice instead of Theory

You are studying and want more than just a "side job"? You want responsibility, clear goals, and an environment where performance counts? Then this student assistant role is your entry point into financial advisory services, with structured onboarding, coaching, and a clear path to a trainee program.

This role is entrepreneurially driven and offers you the opportunity to actively contribute, take responsibility, and further develop yourself professionally and personally. Performance and initiative play a central role, while you will be supported through structured onboarding, coaching, and an experienced team.

Very good German language skills (C1+) are required, as the training, communication within the team, and perspective towards IHK take place entirely in German.

Your Area of Responsibility

Start phase (first weeks):

• Schedule Building: You schedule customer meetings (phone, network, leads) and build a clean pipeline.

• Process Learning: You learn conversation guides, need assessment, follow-up, and documentation standards.

• Performance Optimization: You work with KPIs, receive feedback, and systematically improve your results.

In the further course:

• Analysis & Preparation: You support in analyzing customer situations and prepare advisory materials structured beforehand.

• Customer Contact: You accompany conversations (depending on the stage), take over follow-ups, and ensure clear next steps.

• Dokumentation & Organisation: You keep processes clean, document consistently, and ensure reliability.

• Teamwork: You work closely with a high-performance team and take responsibility for your task packages.

We Offer You

• Structured Entry: Training plan, guidelines, clear standards

• Mentoring & Coaching: regular feedback, clear goals

• Performance-Oriented Remuneration: (Success Logic – you will be rewarded for output)

• Scalable Perspective:: Option to take over in the trainee program

• Remote Possible: self-responsible instead of “according to the clock”

• Team with Performance Culture:: clear communication, clear results

Must

• Diploma or completed commercial training

• Empathy and joy in advising customers

• Eigeninitiative and goal orientation

• German language

Wish

• and/or completed studies

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