SMP Wirtschaftsberatung GmbH
11 - 50 employees
Founded 2012
đĄď¸ Insurance
đź Consulting
đ¸ 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.
Financial Services Consultant
Job not on LinkedIn
đ June 6
đŁď¸đŠđŞ German Required
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SMP Wirtschaftsberatung GmbH
11 - 50 employees
Founded 2012
đĄď¸ Insurance
đź Consulting
đ¸ 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.
đ Description
⢠Advise and support clients on financial matters ⢠Develop tailored solutions for individual client needs and analyze their financial situation ⢠Support the development of long-term strategies and optimize financial processes
đŻ Requirements
⢠Analytical skills: Expertise in analytical thinking and problem solving ⢠Finance: Deep knowledge of financial services and their application to strategic decision-making ⢠Consulting: Experience in advising clients to provide targeted and competent support ⢠Communication: Excellent communication skills to present topics clearly and persuasively
đď¸ Benefits
⢠Hybrid work model: Office in Berlin with remote work options
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