Baufinanzierungsberater im Private Banking (m/w/d)
Core
Providing financial planning, asset analysis, insurance, and real estate advisory services to private banking clients, including mortgage financing and portfolio management.
Role type
Senior Private Banking Financial Advisor (Real Estate & Mortgage)
Builds
Mortgage financing solutions, real estate investment portfolios, and client wealth management strategies
Domain
Banking / Real Estate Finance
Deliverable
client delivery
Required skills
Real estate portfolio analysis, mortgage financing structuring, financial planning, regulatory compliance, tax aspects, client acquisition, network management
Preferred skills
Financial Consultant certification, experience in investment and portfolio management
Technologies
Private Banking software
Responsibilities
Conducting financial planning and asset analysis for clients, analyzing real estate portfolios and calculating profitability, advising on property acquisition, leasing, and management, initiating purchase and sale consultations, closing residential mortgage financings, managing external advisor networks