Senior Experte Vorsorge (d/m/w), Beratungscenter Privatkunden, München
Core
Senior advisor providing personalized, omnichannel financial advice on accounts, personal loans, and pension products to private customers via phone, video, and digital tools.
Role type
Senior IC private banking advisor (pension & loans)
Builds
Digital and omnichannel private banking services for retail customers
Domain
Banking / Personal Finance / Pension Planning
Deliverable
client delivery
Required skills
Pension product expertise, Personal loan sales, Digital advisory proficiency, Omnichannel communication, IDD certification, Customer relationship management
Preferred skills
Team mentoring, Process optimization, Leadership support
Technologies
Telephony, Video consultation, Screen sharing, CoBrowsing, Standardized advisory processes (e.g., FinanzCheck)
Responsibilities
Advise customers on accounts, loans, and pension products via digital and personal channels; Manage a customer portfolio and drive digital adoption; Identify needs and refer complex cases to specialists; Conduct appointment setting and closing-oriented consultations; Mentor colleagues and support onboarding of new staff; Assist in daily team operations.
Seniority
Senior, hands-on IC with team leadership responsibilities