Senior Experte Vorsorge (d/m/w) Beratungscenter Privatkunden, Köln
Core
Senior advisor providing personalized financial advice and sales for private banking products including accounts, personal loans, and pension/retirement solutions 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 / Pension & Credit
Deliverable
client delivery
Required skills
Pension product expertise, Personal loan sales, Digital advisory (video, screen-sharing), IDD certification, Customer relationship management, Team mentoring, Process optimization
Preferred skills
Experience in private banking, Sales leadership, Digital transformation knowledge
Technologies
Video consultation tools, CoBrowsing, E-Mail, Standardized advisory processes (e.g., FinanzCheck)
Responsibilities
Advise customers on accounts, personal loans, and pension products via phone, video, and email; Manage a customer portfolio and drive acquisition for the digital segment; Identify customer needs and refer complex cases to specialists; Conduct appointment setting and close sales; Mentor colleagues and support onboarding of new staff; Assist in daily team operations.
Seniority
Senior, hands-on IC with team leadership responsibilities