Customer Advisor – Full-time, German-speaking

HORBACH

Kundenberater assisting clients from the first consultation to long-term support. Structuring processes and ensuring reliable communication within the team and with clients.

Posted 6/29/2026full-timeHamburg • 🇩🇪 GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding and financial advisory, ensuring clear communication and structured processes. Capable of maintaining client relationships and contributing to workflow improvements within defined standards.

Highest-signal resume keywords

Customer OnboardingFinancial AdvisoryClient Relationship ManagementStructured Process ManagementDocumentation Standards

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningProtection PlanningRetirement PlanningClient AdvisorySales Experience

Soft Skills

Reliable CommunicationProfessionalismSolution-Oriented ApproachTeam SupportResponsibility

Certifications & Qualifications

Secondary School Leaving Certificate (Abitur)Commercial Vocational Training

Industry Keywords

Financial ServicesClient OnboardingAdvisory MeetingsProcess ImprovementDefined Standards

About the role

Key responsibilities & impact

Customer onboarding: You guide new clients from the initial contact through to personalized financial planning — clear, comprehensible, and structured.
Financial advice & support: You conduct advisory meetings, assess protection and retirement planning needs, and develop tailored solutions.
Documentation & processes: You work according to defined standards, keep procedures well documented, and ensure smooth execution.
Communication & follow-up: You act as the central point of contact, respond to inquiries reliably, and maintain stable client relationships.
Team & structure: You bring order to processes, support your team, and contribute to the continuous improvement of our workflows.

Requirements

What you’ll need

You have a secondary school leaving certificate (Abitur), completed commercial vocational training, or an equivalent/higher qualification.
You reside in Germany.
You work in a structured, responsible, and solution-oriented manner.
You communicate reliably, professionally, and courteously — in person, by phone, and digitally.
You are comfortable working within clear systems and defined processes.
You take responsibility for your area and complete tasks thoroughly.
Experience in client advisory, sales, or financial services is a plus but not required — your attitude is what matters.

Benefits

Comp & perks

Structured work environment: Clear procedures, defined responsibilities, and orderly processes.
Systematic onboarding: You will receive thorough, practice-oriented training with clear guidelines and tools.
Dependable team: Everyone knows their role — collaboration is based on responsibility, communication, and trust.
Career & compensation: Performance-based remuneration with uncapped upside.
Flexibility & focus: Opportunity for location-independent work with a clear results focus.
Modern advisory culture: Digital tools, clear processes, and an environment that fosters efficiency and growth.