Senior Experte Vorsorge (d/m/w), Beratungscenter Privatkunden, Mainz
Core
Senior advisor for private banking customers, providing personalized consultation on accounts, personal loans, and pension products via digital and hybrid channels.
Role type
Senior private banking advisor (pension/retirement specialist)
Builds
Customer relationships and sales of pension and loan products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Pension product expertise, personal loan sales, digital consultation, IDD certification, customer relationship management, regulatory compliance
Preferred skills
Team leadership, mentoring, process optimization
Technologies
Telephony, video consultation, screen sharing, omni-channel platforms
Responsibilities
Consult customers on pension and loan products, manage a customer portfolio, refer complex cases to specialists, conduct appointment setting and closing conversations, mentor junior staff, support team operations
Seniority
Senior, hands-on IC with mentoring responsibilities