Privatkundenberater:in Vorsorge (w/m/d) | Blankenfelde
Hybrid
Core
Provide comprehensive financial advice and insurance solutions to a fixed portfolio of private customers, including retirement planning and risk protection.
Role type
Senior Private Banking Advisor (Insurance & Retirement)
Builds
Trust-based client relationships and tailored financial/insurance products
Domain
Banking / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Insurance mediation license (IDD), Securities knowledge (active advisory in last 6 months), Private banking experience, Negotiation skills, Digital mindset
Preferred skills
German language (C1), Service orientation
Technologies
Sales support tools, Digital banking systems