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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills and a results-oriented mindset while effectively building client relationships and adapting financial solutions to meet client needs. Proficient in German at C1 level, with a willingness to learn and develop professionally.
Highest-signal resume keywords
German Proficiency C1Client Relationship ManagementSales ExperienceCommunication SkillsKPI-Driven Approach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication SkillsWillingness to LearnReliabilityOrganizationDisciplineAbility to Work Independently
Certifications & Qualifications
IHK Certification in German
Industry Keywords
Consulting ProcessesNeeds AssessmentFinancial PlanningRetirement PlanningClient MeetingsNetworkingPipeline Building
About the role
Key responsibilities & impact- Schedule client meetings by phone, through networking, and via leads, while continuously building a pipeline
- Learn and apply consulting processes, conversation techniques, needs assessment, and documentation
- Participate in coaching and work with a KPI-driven approach
- Analyze client situations and develop financial and retirement planning solutions with support
- Build long-term client relationships and act as a reliable point of contact
- Regularly review solutions and adapt them to clients’ life circumstances and market conditions
- Work closely with experienced advisors and specialists
- Take responsibility and actively shape your own professional development
Requirements
What you’ll need- Confirmed acceptance of or strong interest in a dual study program at a university, university of applied sciences, IBA, or similar institution
- German proficiency at least at C1 level, both spoken and written
- Strong communication skills, willingness to learn, and reliability
- Organization, discipline, and ability to work independently
- Results-oriented mindset and willingness to improve measurably
- Willingness to make calls and proactively schedule appointments
- Initial experience in sales or communication is desirable, for example in hospitality, a sports club, promotional work, or sales
- Willingness to obtain a possible IHK certification in German
- Willingness to work on-site or at the agreed locations during practical phases
Benefits
Comp & perks- Practice-integrated development with a clear structure and training plan
- Mentoring and coaching with dedicated contacts and regular reviews
- Performance-based compensation and incentive structure – you are rewarded for results
- Rapid development of sales and consulting skills
- Career path with the opportunity to pursue a trainee or entrepreneurial track, leading to management and team-building responsibilities
- Remote work possible, depending on practical phases and coordination
