Privatkundenberater:in Immobilien (w/m/d) | Bestensee
Core
Private banking advisor specializing in real estate, providing holistic financial advice on renovation, modernization, and financing for individual customers.
Role type
Senior IC private banking advisor (real estate)
Builds
Mortgage financing, renovation loans, and financial security products for private clients
Domain
Banking / Real Estate Finance
Required skills
Real estate market knowledge, mortgage financing expertise, insurance mediation license (IDD), securities advisory experience, digital tools proficiency, negotiation skills
Preferred skills
Experience in private banking, knowledge of government funding programs, modernization incentives
Technologies
Digital banking systems, CRM tools
Responsibilities
Conduct comprehensive customer consultations in person, phone, and digital channels; Perform real estate quick checks and building financing assessments; Advise on interest rate security and financing options; Execute defined sales processes according to Sparkassen financial concept; Coordinate with specialists from other departments for complex client needs