Consultant and teamleader
Employer · OVB Vermögensberatung AG
Investment adviser
Insurance agent
Financial services managerFull-timeBudapest
As a Consultant and Team Leader at OVB Vermögensberatung AG, you will provide financial consulting services to private clients, helping them define and achieve their financial goals. You will analyze client needs, develop individualized financial concepts, and present suitable solutions across areas such as savings, investments, insurance, and retirement planning. In your team leader capacity, you will recruit, coach, and guide a team of consultants, coordinate their activities, and ensure high-quality, client-centered advisory standards.
Tasks
- Provide financial consulting services to private clients, helping them define and achieve their financial goals.
- Analyze client needs, develop individualized financial concepts, and present suitable solutions across savings, investments, insurance, and retirement planning.
- Recruit, coach, and guide a team of consultants, coordinate their activities, and ensure high-quality, client-centered advisory standards.
- Collaborate closely with local colleagues and central experts, participate in trainings, and stay up to date on market developments and company offerings.
Requirements
- Strong Analytical Skills and the ability to evaluate financial needs, market information, and product options.
- Proven Team Leadership experience, including mentoring, performance guidance, and coordination of a consulting team.
- Consulting and client advisory skills, with a service-oriented mindset and focus on long-term financial solutions.
- Excellent Communication skills, including clear presentation of complex financial topics and active listening.
- Strategic Planning capabilities to develop client strategies and support the growth and direction of the local team.
- Background or strong interest in finance, banking, insurance, or wealth management; prior industry experience is an advantage.
- Ability to work on-site in Budapest, Hungary, and collaborate effectively within a multicultural, European organization.
- Fluency in English; Hungarian or German language skills are beneficial.
- Completed vocational training or degree in business, finance, economics, or a related field preferred.