Senior Berater (d/m/w) Personal Banking Vermögensaufbau & Vorsorge
Core
You are responsible for closing-oriented advisory for assigned private banking customers, focusing on wealth building and provision planning.
Role type
Senior Private Banking Advisor (Wealth Building & Provision)
Builds
Wealth building and provision planning solutions for private banking customers
Domain
Banking / Private Wealth Management
Required skills
Closing-oriented advisory, Wealth building expertise, Provision planning expertise, Investment product knowledge, Digital services promotion, Team mentoring
Preferred skills
Personal loan expertise, Standardized advisory process application
Technologies
Online Banking, Mobile Banking
Responsibilities
Conduct closing-oriented advisory for assigned customers, Process scheduled appointments from advisory center and branch, Promote digital services to customers, Mentor team members and share knowledge, Develop expertise in digital features and sales processes
Seniority
Senior, hands-on IC