Privatkundenberater:in Immobilien (w/m/d) | Ludwigsfelde
Core
Provide comprehensive financial and real estate advisory services to a fixed portfolio of private customers, including renovation financing and investment checks.
Role type
Senior Private Banking Advisor (Real Estate)
Builds
Mortgage financing solutions, renovation funding, and real estate investment strategies for private clients.
Domain
Banking / Real Estate Finance
Deliverable
client delivery
Required skills
Real estate market knowledge, mortgage financing expertise, insurance mediation license (IDD), securities advisory experience, digital tools proficiency, negotiation skills
Preferred skills
Experience in private banking, knowledge of government funding programs for renovations
Technologies
Digital banking platforms, CRM systems
Responsibilities
Conduct in-person and digital customer consultations, perform real estate quick checks, execute sales processes per Sparkassen financial concept, coordinate with specialists for complex cases
Seniority
Mid-level, hands-on IC