Privatkundenberater:in Immobilien (w/m/d)
Core
Provide holistic private banking advice to a fixed customer base, focusing on real estate needs, renovation, modernization, and financing.
Role type
Senior private banking advisor (real estate)
Builds
Mortgage financing, real estate quick checks, and interest rate security solutions for customers.
Domain
Banking / Real Estate / Private Wealth Management
Deliverable
product features
Required skills
Real estate market knowledge, mortgage financing expertise, insurance mediation license (IDD), value paper advisory experience, digital mindset, negotiation skills
Preferred skills
Experience in private banking, knowledge of renovation and modernization grants, C1 German language proficiency
Technologies
Digital banking systems, real estate assessment tools
Responsibilities
Conduct real estate needs analysis, perform building financing and quick checks, advise on interest rate security, execute sales processes, coordinate with specialist teams
Seniority
Mid-level, hands-on IC