Consultant for financial services helping clients achieve financial freedom in Germany. Working in a hybrid role with on - site presence in Berlin and home office options.
About the role
- Legal Advisor for a Swiss bank focusing on marital and inheritance law. Responsibilities include client consultations, document preparation, and conducting internal training.
Responsibilities
- Conducting independent client consultations with a focus on marital property and inheritance law
- Drafting documents such as marriage contracts, cohabitation agreements, and inheritance contracts
- Managing estate settlements
- Delivering presentations at client events
- Conducting internal training
- Expanding the department's service offering
Requirements
- (Business) lawyer or notary; paralegal candidates may also be considered
- Knowledge of banking operations and procedures
- Knowledge of adult protection law (guardianship/curatorship)
- Professional experience in inheritance/estate advisory
- Analytical, team-oriented personality with a strong client focus
- Self-motivated with diplomatic tact
- IT affinity and proficiency in MS Office
- Mobility (ability to travel as required)
- German and English
Benefits
- Flexible working (hybrid)
- Autonomous client advisory responsibilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Bilingual Credit Counsellor providing guidance to clients navigating debt situations. Assisting clients with financial management strategies while working in a hybrid setup.
Référent technique accueil at Caf de la Seine Saint Denis providing support to allocataires and colleagues. Involved in training and contributing to service goals in a fast - paced environment.
Conseiller de Vente chez Castorama garantissant la satisfaction client par des conseils sur les produits. Accompagné par un Chef de rayon pour développer le chiffre d'affaires.
Conseiller de vente Technique garantissant la satisfaction du client grâce à un accueil de qualité et des conseils adaptés. Développement du chiffre d'affaires et accompagnement des clients dans leurs projets d'amélioration de la maison.
Retail Sales Advisor guaranteeing customer satisfaction and quality service at Castorama. Collaborating on merchandising and maintaining a welcoming environment in the store.
Consulter les clients et fournir des conseils sur les produits adaptés à leurs besoins. Développer le chiffre d'affaires et accompagner les projets d'amélioration de la maison.
Sales advisor ensuring customer satisfaction through quality service and product advice. Collaborating with team members to enhance sales and improve customer experience in a retail setting.
Conseiller de vente assurant la satisfaction client grâce à des conseils produits adaptés en magasin chez Castorama. Rejoindre une équipe motivée et dynamique pour partager votre bonne humeur.
Orientador do Programa de Saúde gerenciando visitas e acompanhamento a pacientes da Unimed Porto Alegre. Focado em garantir a qualidade e segurança do paciente com melhorias contínuas.