Senior Berater (d/m/w) Personal Banking Vermögensaufbau & Vorsorge
Core
Senior advisor responsible for asset building and pension planning for private banking customers, including product sales and digital service adoption.
Role type
Senior IC personal banking advisor (asset building & pension)
Builds
Personal banking products (accounts, cards, deposits, private loans) and investment/pension solutions for private clients
Domain
Banking / Wealth Management / Private Banking
Required skills
Asset building certification (AnsFuG), IDD certification, sales skills, customer acquisition, digital service adoption, team mentoring
Preferred skills
Private loan expertise, advanced investment knowledge
Technologies
Online banking, Mobile banking
Responsibilities
Conduct goal-oriented customer consultations, manage scheduled appointments, sell investment and pension products, promote digital services, mentor team members, handle follow-up appointments
Seniority
Senior, hands-on IC