Janosch Jasmann
Hösbach
Summary
Experienced and highly qualified independent investment advisor with in-depth specialist knowledge of financial and investment strategies. Delights clients with individual advice, tailored solutions and long-term relationships.
Overview
7
7
years of professional experience
Work History
Agency Manager
Deutsche Vermögensberatung
Aschaffenburg
01.2017 - Current
- Developed customized investment plans for clients based on their goals and resources.
- Attended conferences, seminars and webinars to stay up-to-date with industry regulations.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Cooperation with large company groups
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
Education
Certified financial investment specialist according to 34F -
Chamber of Commerce And Industry
Frankfurt06-2022
Apprenticeship as an Industrial Clerk -
Kastell GmbH & Co.KG
03-2016
Secondary School Graduation -
Seconday School
Hösbach06-2013
Skills
- Client relationship Building
- Strong work ethic
- Empathy and patience
- Client service excellence
- Problem resolution aptitude
- German/English speaking
- Teamwork and Collaboration
- Analytical Skills
- Team building
Hobbies & Interests
- Passionate football player, who enjoys his free time training to improve his skills. Also like going to the gym and cooking for friends and family, as well as living a healthy lifestyle. Furthermore, a person who takes an interest in meeting new people and building new relationships.
Timeline
Agency Manager
Deutsche Vermögensberatung
01.2017 - Current
Certified financial investment specialist according to 34F -
Chamber of Commerce And Industry
Apprenticeship as an Industrial Clerk -
Kastell GmbH & Co.KG
Secondary School Graduation -
Seconday School
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