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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in financial planning and market analysis while effectively building relationships with clients and partners. Capable of developing tailored solutions and contributing to strategic outreach efforts in a customer-focused environment.
Highest-signal resume keywords
Financial PlanningClient Relationship ManagementMarket AnalysisCommunication SkillsBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
AmbitionIndependenceDecisivenessCustomer-Focused ApproachWillingness to Learn
Industry Keywords
Retirement SolutionsClient Portfolio DevelopmentStrategic OutreachDigitalizationMarketing
About the role
Key responsibilities & impact- Develop tailored financial planning and retirement solutions for academics and discerning private clients—from analysis through implementation
- Accompany experienced advisors in client meetings and gradually assume responsibility for your own consulting and sales discussions
- Participate in a practical, structured internship program designed to qualify you for the trainee program
- Analyze current market and industry trends and contribute to strategic approaches for client outreach
- Support internal projects in marketing, digitalization, and business development
- Build relationships with cooperation partners, universities, and existing clients to develop your own client portfolio
- Receive individual guidance from mentors and participate in regular training to develop your communication and entrepreneurial skills
Requirements
What you’ll need- You are about to complete or have already completed a university or university of applied sciences degree
- An interest in financial topics
- Ambition, independence, and decisiveness
- Strong communication skills and a customer-focused approach
- Willingness to learn about new topics
- Openness to pursuing a career with our financial advisors
Benefits
Comp & perks- The opportunity to work remotely once you have successfully completed your onboarding
- Valuable professional experience that advances your career—in terms of expertise, sales, and personal development
- A dynamic team with flat hierarchies and an open company culture
- Potential to join the company permanently after graduation
- Practical insights into the financial services and sales industries
