Privatkundenberater:in Vorsorge (w/m/d) | Brandenburg Sankt Annen Galerie
Core
Private banking advisor responsible for holistic customer consultation, needs analysis, and sales of insurance and financial products.
Role type
Senior IC private banking advisor
Builds
Insurance and financial product portfolios for individual customers
Domain
Banking and Insurance
Deliverable
product features
Required skills
Insurance mediation license (IDD), Securities knowledge, Private banking experience, German language (C1), Digital mindset, Negotiation skills
Preferred skills
Experience with payment and consumer financing products
Technologies
Digital banking systems and sales tools
Responsibilities
Manage a fixed portfolio of individual customers, Identify customer needs and present tailored offers, Create insurance comparisons with partner products, Execute sales processes according to Sparkassen financial concept, Collaborate with specialists from other departments when needed