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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills in German, with a structured and solution-oriented approach to client consulting in the financial services sector. Proficient in managing client relationships and supporting financial advisors through organized appointment preparation and CRM documentation.
Highest-signal resume keywords
German-Language ProficiencyCustomer Consulting ExperienceCRM System ManagementAppointment PreparationProfessional Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Structured ApproachResponsible Work EthicSolution-Oriented MindsetFriendly Communication
Certifications & Qualifications
German AbiturCommercial Training
Industry Keywords
Financial ServicesClient Needs AssessmentLead ManagementEvent SupportConsultation Appointment Organization
About the role
Key responsibilities & impact- Provide telephone support to prospective clients using a conversation guide
- Conduct structured initial calls to assess client needs
- Maintain and document contacts in the CRM system
- Organize and prepare consultation appointments in the financial services sector
- Support events, seminars, and team events
- Manage warm leads
- Support financial advisors with appointment preparation
Requirements
What you’ll need- German Abitur (university entrance qualification), completed commercial training, or an equivalent or higher qualification
- Reside in Germany
- Structured, responsible, and solution-oriented approach to work
- Clear, professional, and friendly communication—in person, by phone, and digitally
- Comfortable working with clear systems and defined processes
- Take ownership of your area of responsibility and complete tasks thoroughly
- Experience in customer consulting, sales, or financial services is a plus but not required
- German-language proficiency required (German-speaking)
Benefits
Comp & perks- Regular working hours
- Clear processes and defined roles
- 2–4 weeks of structured onboarding with checklists and conversation guides
- Long-term collaboration
- Modern office in Hamburg or remote work
- Collaborative, team-oriented environment
- Clear workflows, checklists, and tools