Senior Experte Vorsorge (d/m/w) Beratungscenter Privatkunden, Köln
Core
Senior advisor for private banking customers, providing personalized consultation on accounts, personal loans, and pension products via digital and hybrid channels.
Role type
Senior IC private banking advisor
Builds
Digital and omni-channel customer relationships and sales of financial products
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Certified investment advisor, IDD certified, expert in personal loans and pension products, digital consultation expertise, sales skills
Preferred skills
Experience in digital banking, team leadership, process optimization
Technologies
Telephony, Video consultation, CoBrowsing, E-Mail, FinancialCheck
Responsibilities
Consult customers on accounts, loans, and pension products; manage a customer portfolio; refer complex cases to specialists; conduct sales conversations; mentor new employees; support team operations
Seniority
Senior, hands-on IC