Senior Experte Personal Banking Vermögensaufbau & Vorsorge (d/m/w)
Core
Senior Personal Banking expert responsible for wealth building and pension planning (Vorsorge) for high-volume private clients, including managing deposits over 50k EUR and cross-selling banking products.
Role type
Senior IC Personal Banking Advisor (Wealth & Pension)
Builds
Personal banking products (accounts, cards, savings, loans) and wealth management solutions for private clients
Domain
Banking / Personal Finance / Wealth Management
Required skills
Investment product knowledge, Pension planning expertise, Sales closing, Client relationship management, Standardized consulting processes, Digital banking promotion
Preferred skills
Personal loan expertise, Team mentoring, Terminology management
Technologies
Online Banking, Mobile Banking, Investment Platforms
Responsibilities
Conduct goal-oriented consultations for wealth building and pension planning, Manage individual client portfolios with high volumes, Cross-sell Personal Banking products, Promote digital services adoption, Mentor team members on sales and consulting
Seniority
Senior, hands-on IC