Advise clients on financial solutions based on needs. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Advise clients on financial solutions based on needs. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.Advise clients on financial solutions based on needs. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language. moreAdvise clients on financial solutions based on needs. This includes assessing specific cases, applying current requirements and case law, legally sound documentation, and advising business units in plain language.

Design pension solutions to individual needs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Design pension solutions to individual needs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Design pension solutions to individual needs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreDesign pension solutions to individual needs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Evaluate investments with business cases and profitability calculations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Evaluate investments with business cases and profitability calculations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Evaluate investments with business cases and profitability calculations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreEvaluate investments with business cases and profitability calculations. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Understand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreUnderstand financial instruments, markets and trading processes. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Master life and health insurance products and tariffs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Master life and health insurance products and tariffs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Master life and health insurance products and tariffs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreMaster life and health insurance products and tariffs. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Create and design professional presentations. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.Create and design professional presentations. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.Create and design professional presentations. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users. moreCreate and design professional presentations. Covers confident day-to-day use: data maintenance and quality, configuration of processes and workflows, analyses and reports, and onboarding of new users.

Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Structure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreStructure, visualise and deliver presentations to audiences. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.Conduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM. moreConduct sales conversations and close deals confidently. Includes thorough preparation, structured execution and follow-up of conversations, and consistent documentation of outcomes and next steps in the CRM.

Use generative AI tools productively and responsibly. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Use generative AI tools productively and responsibly. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Use generative AI tools productively and responsibly. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreUse generative AI tools productively and responsibly. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Write business letters and emails to standard with confident style. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. Applies within the German regulatory and administrative context.Write business letters and emails to standard with confident style. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. Applies within the German regulatory and administrative context.Write business letters and emails to standard with confident style. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. Applies within the German regulatory and administrative context. moreWrite business letters and emails to standard with confident style. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. Applies within the German regulatory and administrative context.

Collaborate efficiently with Teams, Slack, Confluence and similar. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Collaborate efficiently with Teams, Slack, Confluence and similar. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Collaborate efficiently with Teams, Slack, Confluence and similar. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreCollaborate efficiently with Teams, Slack, Confluence and similar. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Guide groups to outcomes in workshops and meetings. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Guide groups to outcomes in workshops and meetings. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Guide groups to outcomes in workshops and meetings. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreGuide groups to outcomes in workshops and meetings. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Systematically analyse markets and competitors. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Systematically analyse markets and competitors. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Systematically analyse markets and competitors. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions. moreSystematically analyse markets and competitors. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.

Prepare meetings, take minutes and track resolutions. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Prepare meetings, take minutes and track resolutions. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.Prepare meetings, take minutes and track resolutions. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes. morePrepare meetings, take minutes and track resolutions. Covers forward-looking planning and prioritisation, clear alignment with all stakeholders, consistent follow-up on results and continuous improvement of processes.

Analyse data with formulas, pivot tables and charts. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Analyse data with formulas, pivot tables and charts. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Analyse data with formulas, pivot tables and charts. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreAnalyse data with formulas, pivot tables and charts. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Manage documents, emails and appointments with Microsoft Office. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Manage documents, emails and appointments with Microsoft Office. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Manage documents, emails and appointments with Microsoft Office. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreManage documents, emails and appointments with Microsoft Office. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.

Document meetings and produce structured reports. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Document meetings and produce structured reports. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.Document meetings and produce structured reports. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions. moreDocument meetings and produce structured reports. Covers preparing and quality-assuring the data, methodologically sound analysis, visualising results and presenting them audience-appropriately as a basis for decisions.

Determine property values using recognised methods. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Determine property values using recognised methods. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.Determine property values using recognised methods. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces. moreDetermine property values using recognised methods. In practice this covers independent execution, quality assurance of one's own results, and close alignment with adjacent roles and interfaces.