Werkstudent - Finance & Beratung

About the role

This role offers a structured entry into financial consulting for students seeking an entrepreneurial environment. You will receive onboarding and coaching with a clear path toward a trainee program, focusing on performance and personal development. The position requires high levels of initiative and responsibility within a results-oriented team.

Responsibilities

• Schedule client appointments via phone, network, and leads
• Learn and apply consultation guidelines, needs assessment, and documentation standards
• Optimize performance based on KPIs and feedback
• Assist in analyzing client situations and preparing consultation documents
• Manage follow-ups and ensure clear next steps for clients
• Maintain clean processes and documentation

Required skills

• Finance
• Communication
• German C1
• Sales
• Documentation

Nice to have

• Consulting
• Service
• Performance culture

Qualifications

• Currently enrolled at a university or university of applied sciences

Benefits

• Structured onboarding
• Mentoring
• Coaching
• Performance-based compensation
• Trainee program path