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Working Student – Sales Assistant, Financial Consulting
HORBACHWerkstudent as sales assistant in financial consulting at HORBACH Wirtschaftsberatung in Berlin, helping with client communication and financial strategy development.
About the role
Key responsibilities & impact- Preparation for client meetings (e.g., research on financial products, creation of presentations)
- Analysis of clients’ financial situations and development of suitable financial strategies
- Support in preparing tailored financial and retirement plans
- Support with client acquisition (e.g., scheduling appointments, initial contacts)
- Maintenance of client data and CRM systems
- Follow-up after advisory meetings
- Competitor and market analyses to identify new advisory opportunities
- Back-office support (e.g., document management, contract preparation)
- Coordination of events & workshops for clients and prospects
- Support for social media campaigns (e.g., content creation, community management)
- Design of marketing materials and presentations
- Support in organizing online and offline events
Requirements
What you’ll need- Enrolled student with an interest in financial topics, regardless of your field of study
- Strong communicator, open-minded, and fluent in German (native or advanced proficiency)
- Motivated, goal-oriented, and reliable
- Willing to learn new topics and open to pursuing a career within our network of independent financial advisors
Benefits
Comp & perks- Hands-on insight into the financial industry and sales
- Flexible working hours you can adapt to your timetable (10 to 20 hours/week)
- Fixed and variable earning opportunities that you can influence yourself
- Option to work remotely once onboarding is successfully completed
- Real professional experience that advances you technically, commercially, and personally
- A dynamic team with flat hierarchies and an open corporate culture
- Opportunity for full-time employment after graduation
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial strategy developmentclient data managementCRM systemsdocument managementcontract preparationcontent creationcommunity managementpresentation designevent coordination
Soft Skills
strong communicatoropen-mindedmotivatedgoal-orientedreliablewilling to learnadaptabilityteam collaborationclient relationship managementproblem-solving