Senior Experte (d/m/w) Personal Banking Vermögensaufbau & Vorsorge
Core
Senior Personal Banking advisor responsible for wealth building and pension planning for high-volume private clients.
Role type
Senior IC Personal Banking Advisor
Builds
Wealth management portfolios, pension solutions, and personal banking products for private clients
Domain
Banking / Wealth Management / Private Banking
Required skills
Investment product knowledge, pension planning expertise, sales and closing skills, digital banking proficiency, team mentoring
Preferred skills
Personal loan expertise, IDD certification, AnsFuG certification
Technologies
Online banking, Mobile banking
Responsibilities
Conduct goal-oriented advisory for assigned high-volume clients, manage individual appointments, advise on wealth building and pension products, promote digital services adoption, mentor team members
Seniority
Senior, hands-on IC