Privatkundenberater:in Vorsorge (w/m/d) | Falkensee
Hybrid
Core
Private banking advisor responsible for comprehensive financial planning, risk protection, and insurance comparisons for individual customers.
Role type
Senior IC private banking advisor
Builds
Insurance products, payment solutions, and wealth management products for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance mediation license (IDD), securities advisory knowledge, private banking experience, digital tools proficiency, negotiation skills
Preferred skills
C2 German language proficiency, sales orientation
Technologies
Digital banking systems, sales support tools
Responsibilities
Consult on retirement planning and life risk protection, create insurance comparisons, sell financial products, build trust-based client relationships, implement sales processes
Seniority
Mid-level, hands-on IC