Finanzierungsberater private Immobilienkunden (m/w/d)
Core
Provide comprehensive financing advice and acquisition services for private real estate clients, covering needs analysis, strategy development, and product sales across all segments.
Role type
Senior IC financial advisor (real estate financing)
Builds
Real estate financing products, wealth management strategies, and insurance/cross-selling solutions
Domain
Banking / Real Estate Finance
Required skills
Real estate financing expertise, customer acquisition, regulatory compliance (GWG, WIKR), risk management, needs analysis, cross-selling
Preferred skills
Bank specialist qualification (Sparkassen-/Bankfachwirt), core banking system knowledge (OSP), MS Office
Responsibilities
Conduct financing consultations and needs analysis for private real estate clients; Develop financing strategies and wealth management plans; Acquire new clients and strengthen existing relationships; Manage credit approval, risk monitoring, and regulatory compliance; Sell cross-selling products like insurance and savings plans
Seniority
Senior, hands-on IC