Senior Berater (d/m/w) Personal Banking Vermögensaufbau & Vorsorge
Core
Senior advisor responsible for sales-oriented consultation on wealth building, pension provision, and personal banking products for private customers.
Role type
Senior IC personal banking advisor
Builds
Wealth management and pension solutions for private clients
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Wealth building certification (AnsFuG), Investment product knowledge, Pension provision certification (IDD), Sales techniques, Customer relationship management, Digital banking services knowledge
Preferred skills
Personal loan expertise, Team mentoring, Process optimization
Technologies
Online banking, Mobile banking
Responsibilities
Conduct sales-oriented consultations for wealth building and pension products, Manage scheduled appointments from advisory center and branch, Promote digital banking services adoption, Mentor team members on sales and product knowledge, Develop expertise in digital features and sales processes
Seniority
Senior, hands-on IC