Senior Experte Vorsorge (d/m/w) Beratungscenter Privatkunden, Berlin
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 IC private banking advisor (pension & loans)
Builds
Digital and omni-channel private banking services for retail customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Pension product expertise, Personal loan sales, Digital consultation (video, screen-sharing), IDD certification, Customer relationship management, Team mentoring, Regulatory compliance
Preferred skills
Experience in private banking, Sales skills, Process optimization
Technologies
Video consultation tools, CoBrowsing, E-Mail, CRM systems
Responsibilities
Consult customers on accounts, 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 and support onboarding; Assist in daily team operations