DVAG

Financial Advisor

Posted: 1 days ago

Job Description

Company DescriptionDeutsche Vermögensberatung (DVAG), established in 1976, is a leading privately-held financial services corporation based in Germany. Operating in Germany, Austria, and Switzerland, DVAG offers comprehensive financial solutions to individual clients. Key services include consumer insurance, annuities, savings, financing solutions, and mutual funds. DVAG is dedicated to providing tailored financial planning and advisory services to meet the diverse needs of its clients.Role DescriptionThis is a full-time hybrid role for a Financial Advisor based in Hamburg, Germany, with the flexibility to work remotely on occasion. The Financial Advisor will be responsible for conducting financial planning sessions, advising clients on investments, retirement planning, and insurance options, and creating personalized financial solutions. The role requires regular client meetings, developing actionable financial strategies, and maintaining up-to-date knowledge of financial markets and products.QualificationsA Bachelor's degree in Finance, Economics, Business Administration, or a related fieldExpertise in Financial Planning, Retirement Planning, Banking and Financial Advisory servicesKnowledge of Finance and Investments, including portfolio managementStrong interpersonal, communication, and problem-solving skillsExperience in client-facing roles or financial advisory is a plus

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