Financial Services Associate

Company Description

Deutsche Vermögensberatung (DVAG), founded in 1976 by Dr. Reinfried Pohl, is a leading privately held financial services corporation in Germany. The company supports individual clients with comprehensive financial services, offering consumer insurance, annuities, savings and financing solutions, and mutual funds. With operations in Germany, Austria, and Switzerland, DVAG is known for its personalized and customer-centric approach to financial advising. The company is committed to providing tailored financial solutions that meet the specific needs of its clients.

Role Description

This is a part-time hybrid role for a Financial Services Associate based in Frankfurt am Main, with an option for partial work-from-home arrangements. In this role, you will:

• Assist clients by providing tailored financial advice
• Analyze and recommend suitable financial products and services
• Manage client portfolios
• Review financial strategies
• Address client inquiries
• Collaborate with team members to deliver exceptional customer service

A strong focus will be placed on maintaining data security and compliance while utilizing financial tools and systems.

Qualifications

• Excellent oral and written Communication skills to effectively interact with clients
• Ability to work independently and collaboratively in a hybrid work environment