Senior Experte Vorsorge (d/m/w), Beratungscenter Privatkunden, Nürnberg
Core
Senior advisor providing personalized, omnichannel financial advice (accounts, loans, pension products) to private banking customers via phone, video, and digital tools.
Role type
Senior IC private banking advisor (pension/retirement specialist)
Builds
Customer relationships and sales of pension/retirement products and personal loans
Domain
Banking / Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Pension product expertise, IDD certification, omnichannel digital advisory, personal loan sales, customer relationship management, regulatory compliance
Preferred skills
Team mentoring, leadership support, process optimization
Technologies
Telephony, Video consultation, CoBrowsing, E-Mail, FinancialCheck
Responsibilities
Advise customers on pension products and personal loans via digital and personal channels; manage a customer portfolio; refer complex cases to specialists; support team onboarding and daily operations
Seniority
Senior, hands-on IC with mentoring responsibilities