Senior Experte Vorsorge (d/m/w), Beratungscenter Privatkunden, Mannheim
Core
Senior advisor for private banking customers, providing need-based advice on accounts, services, personal loans, and pension products via digital and personal channels.
Role type
Senior private banking advisor (pension and loans focus)
Builds
Digital and omnichannel private banking services for retail customers
Domain
Banking / Personal Finance / Pension Planning
Deliverable
client delivery
Required skills
Personal loans sales, pension product sales, digital advisory, IDD certification, regulatory compliance, customer relationship management, team mentoring
Preferred skills
Experience in financial planning, process optimization, digital tools proficiency
Technologies
Telephony, video consultation, screen sharing, CoBrowsing, E-Mail, FinanzCheck
Responsibilities
Advise customers on accounts, services, personal loans, and pension products; manage a customer portfolio; identify needs using standardized processes; refer complex cases to specialists; conduct appointment setting and closing conversations; mentor colleagues; support leadership in onboarding new staff.
Seniority
Senior, hands-on IC with team leadership responsibilities