SMP Wirtschaftsberatung GmbH
11 - 50 employees
Founded 2012
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
SMP Wirtschaftsberatung GmbH is a German financial advisory firm that provides discreet, personalized financial planning and wealth-management solutions for academics, affluent private clients, corporate clients, and professional athletes. The company offers tailored strategies for asset building, insurance and risk coverage (including occupational disability), and long-term financial planning, supported by a digital client app for contract management and switching. SMP emphasizes sustainability, individualized advice, and pragmatic services to help clients achieve financial freedom.
Berater/in für Finanzdienstleistung
🕒 June 19
🗣️🇩🇪 German Required
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SMP Wirtschaftsberatung GmbH
11 - 50 employees
Founded 2012
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
SMP Wirtschaftsberatung GmbH is a German financial advisory firm that provides discreet, personalized financial planning and wealth-management solutions for academics, affluent private clients, corporate clients, and professional athletes. The company offers tailored strategies for asset building, insurance and risk coverage (including occupational disability), and long-term financial planning, supported by a digital client app for contract management and switching. SMP emphasizes sustainability, individualized advice, and pragmatic services to help clients achieve financial freedom.
📋 Description
• Betreuung und Beratung Ihrer Kund:innen in finanziellen Angelegenheiten • Entwicklung angepasste Lösungen für individuelle Kundenbedürfnisse • Unterstützung beim Aufbau langfristiger Strategien • Optimierung finanzieller Prozesse
🎯 Requirements
• Analytische Fähigkeiten: Expertise im analytischen Denken und Problemlösen • Finanzwesen: Tiefgehende Kenntnisse in Finanzdienstleistungen • Beratung: Erfahrung in der Beratung • Kommunikation: Exzellente Kommunikationsfähigkeiten
🏖️ Benefits
• Kundenleads werden vom Unternehmen komplett gestellt.
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