Financial Advisor
getquin is a digital wealth platform for individual investors. It helps users aggregate financial accounts and assets, track portfolios and net worth, analyze performance, plan for retirement, and access AI tools and financial advice.
Funding history
About getquin
Founded in 2020, getquin provides a web and mobile wealth-management platform for people who want to understand and manage their finances in one place. Users can connect bank and brokerage accounts, import investments, cash, alternative assets, insurance and liabilities, then use real-time portfolio tracking, analytics, dividend forecasting, financial planning, AI-powered insights, and optional advisory services. Its offering serves both beginner and experienced individual investors, with free and subscription plans.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You provide independent, comprehensive digital investment advice to customers, build long-term relationships through proactive communication, create financial plans and wealth strategies, guide customers through changing capital markets, improve customer-facing processes, and support administrative matters related to customer relationships.
Requirements
- Qualification under §34f GewO for financial investment intermediation
- Relevant experience in customer service or customer advisory, private banking, wealth management, financial advisory, or insurance advisory
- Strong knowledge of finance and capital markets
- Understanding of insurance products, financial products, and holistic portfolio construction
- Independence and a hands-on mindset
- Excellent analytical and communication skills
- Strong interpersonal and teamwork skills
- Motivation to develop digital processes
- Native-level German and good written and spoken English
Responsibilities
- Provide independent and comprehensive digital investment advice to customers
- Build long-term customer relationships through proactive information exchange
- Create financial plans for customers
- Guide customers strategically through changing capital market conditions
- Develop successful wealth strategies
- Collaborate across departments to optimize processes
- Implement ideas that improve customer satisfaction
- Provide administrative support for customer relationship matters
