Finanzierungsspezialist:in (m/w/d) Wealth Management und Private Banking
Core
Specializes in structuring and accompanying complex financing requests for Wealth Management, Private Banking, and professional clients, focusing on real estate/residential financing and active business within the Private Customers Bank division.
Role type
Senior Relationship Manager / Financing Specialist (Real Estate & Wealth Management)
Builds
Tailored financing concepts and credit solutions for private and corporate clients
Domain
Banking, Wealth Management, Real Estate Financing
Required skills
Credit analysis, Real estate market knowledge, Client acquisition, Cross-selling, Process management, Risk assessment
Preferred skills
Network building, Strategic planning, Consultative selling
Technologies
Banking software, CRM systems
Responsibilities
Analyze private and corporate investment projects, Execute credit processes for real estate financing, Identify cross-selling opportunities, Manage client acquisition and referral networks, Coordinate specialist support, Optimize financing concepts
Seniority
Senior, hands-on IC