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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personalized financial planning and market analysis, with a strong focus on client communication and relationship building. Capable of contributing to strategic development and project work in financial advisory settings.
Highest-signal resume keywords
Personalized Financial PlanningMarket AnalysisClient CommunicationProject WorkNetworking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Goal-OrientedIndependentDecisiveStrong CommunicatorCustomer-Focused
Industry Keywords
Financial AdvisoryRetirement PlanningClient PortfolioBusiness DevelopmentDigitalization
About the role
Key responsibilities & impact- Personalized financial planning: You will learn to develop tailored financial and retirement planning solutions for academics and discerning private clients — from analysis through to implementation.
- Advisory and sales meetings: You will accompany experienced advisors to client appointments, actively contribute to discussions, and gradually take on responsibility yourself.
- Professional development: You will complete a practice-oriented, structured internship program designed to qualify you for the trainee program.
- Market analysis and strategy development: You will gain insight into analyzing current market and industry trends and contribute to developing strategic approaches for client outreach.
- Project work: You will participate in internal projects in the areas of marketing, digitalization and business development.
- Network building: You will establish valuable contacts with cooperation partners, universities and existing clients — with the aim of building your own client portfolio.
- Personal development: You will receive individual mentorship and take part in regular trainings to develop your communication and entrepreneurial skills.
Requirements
What you’ll need- About to complete or already holding your (university or university of applied sciences) degree?
- Interested in finance?
- Goal-oriented, independent and decisive?
- Strong communicator and customer-focused?
- Willing to learn new topics and open to a career as one of our financial advisors?
Benefits
Comp & perks- Hands-on insight into the financial industry and sales
- Option to work remotely once onboarding is successfully completed
- Real-world experience that advances you professionally, in sales and personally
- A dynamic team with flat hierarchies and an open corporate culture
- Opportunity for permanent employment after graduation
