HORBACH

Financial Planning and Analysis

• Vorbereitung von Kundengesprächen (z. B. Recherche zu Finanzprodukten, Erstellung von Präsentationen)
• Analyse der finanziellen Situation von Kunden und Entwicklung passender Finanzstrategien
• Unterstützung bei der Erstellung von individuellen Finanz- und Vorsorgekonzepten
• Unterstützung bei der Kundenakquise (z. B. Terminvereinbarungen, Erstkontakte)
• Pflege von Kundendaten und CRM-Systemen
• Nachbereitung von Beratungsgesprächen
• Wettbewerbs- und Marktanalysen zur Identifikation neuer Beratungsmöglichkeiten
• Unterstützung im Backoffice (z. B. Dokumentenmanagement, Vertragsvorbereitung)
• Koordination von Events & Workshops für Kunden und Interessenten
• Unterstützung bei Social-Media-Kampagnen (z. B. Content-Erstellung, Community-Management)
• Gestaltung von Marketingmaterialien und Präsentationen
• Unterstützung bei der Organisation von Online- und Offline-Veranstaltungen

Werkstudent – Vertriebsassistent, Financial Consulting

Account Executive

• You handle warm leads
• Conduct structured initial consultations to assess client needs
• Maintain and document contacts in the CRM system
• Organize and prepare for financial advisory appointments
• Support at events, seminars, and team events

Sales Representative – Full-time, German-speaking

• Appointment setting: You schedule client meetings (phone, network, leads) and build a clean pipeline.
• Process learning: You learn conversation guides, needs assessment, follow-up and documentation standards.
• Performance optimization: You work with KPIs, receive feedback and systematically improve your results.
• Analysis & preparation: You support analysis of client situations and prepare consulting materials in a structured way.
• Client contact: You accompany conversations (depending on the stage), take over follow-ups and ensure clear next steps.
• Documentation & organization: You keep processes tidy, document consistently and ensure reliability.
• Teamwork: You work closely with a high-performing team and take responsibility for your assigned tasks.

Working Student – Finance & Consulting, entrepreneurial, performance-based

• Individual analysis of our clients, as well as holistic advising and financial planning
• Acquisition of new clients
• Development and presentation of tailored investment concepts
• Further development of our service offering
• Independent coordination and management of your own area

Werkstudent – Vertriebsassistent, Financial Consulting

Sales Representative – Full-time, German-speaking

Working Student – Finance & Consulting, entrepreneurial, performance-based

Trainee Financial Consultant – m/f/d