Customer Advisor – Full-time, German

HORBACH

Customer Advisor role focused on onboarding and financial consulting for clients. Ensuring efficient handling and communication in a structured work environment.

Posted 7/1/2026full-timeHamburg • 🇩🇪 GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and financial advisory, ensuring clear communication and structured processes. Capable of maintaining client relationships and optimizing workflows within established standards.

Highest-signal resume keywords

Customer OnboardingFinancial AdvisoryDocumentation ProcessesClient CommunicationWorkflow Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAdvisory MeetingsNeeds AnalysisSolution Development

Soft Skills

Structured Work ApproachReliable CommunicationProfessionalismResponsibility

Certifications & Qualifications

Secondary School Leaving Certificate (Abitur)Commercial Apprenticeship

Industry Keywords

Customer AdvisorySalesFinancial Services

About the role

Key responsibilities & impact

Customer onboarding: You guide new clients from the initial contact through to individualized financial planning — clearly, understandably and in a structured manner.
Financial advice & support: You conduct advisory meetings, analyse protection and retirement needs, and develop tailored solutions.
Documentation & processes: You work according to established standards, keep procedures well documented and ensure smooth execution.
Communication & follow-up: You are 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 optimisation of our workflows.

Requirements

What you’ll need

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

Benefits

Comp & perks

Structured work environment: Clear procedures, defined responsibilities, well-maintained processes.
Systematic onboarding: You will receive a solid, hands-on induction with clear guides and tools.
Reliable team: Everyone knows their role — collaboration is based on responsibility, communication and trust.
Career & compensation: Performance-based pay — with uncapped earning potential.
Flexibility & focus: Opportunity to work remotely with a clear results focus.
Modern advisory culture: Digital tools, clear processes and an environment that promotes efficiency and growth.