Senior Expert*in Personal Banking Private Kredite & Vorsorge (d/m/w)

Deutsche Bank

Not specified; not specified; benefits include hea...
Hybrid
Banking apprenticeship qualification
Consumer loan expertise
Idd certification required
Deutsche Bank is seeking a Senior Expert in Personal Banking Private Loans and Retirement Planning, focusing on providing tailored financial advice and selling banking products to individual clients. The role emphasizes customer engagement, product knowledge, and a strong sales orientation within a hybrid work environment

Job Summary

  • The role involves responsible closing-oriented advisory for private customers with a focus on personal loans and pension products.
  • Candidates must possess specific expertise in consumer financing, insurance, and the ability to actively promote digital banking services.
  • The position offers comprehensive benefits including mental health support, flexible working hours, and opportunities for hybrid work arrangements.

Matching Summary

Match Score: 85

Deutsche Bank is seeking a Senior Expert in Personal Banking Private Loans and Retirement Planning, focusing on providing tailored financial advice and selling banking products to individual clients. The role emphasizes customer engagement, product knowledge, and a strong sales orientation within a hybrid work environment.

Salary

Not specified; Not specified; Benefits include health checks, fitness center access, and company bike program

Skills & Requirements

Must-have

  • Banking apprenticeship qualification
  • Consumer loan expertise
  • IDD certification required
  • Closing-oriented customer advisory
  • Digital banking service promotion

Nice-to-have

  • Team motivation and knowledge sharing
  • Investment product advisory skills
  • Strong communication abilities
  • Flexible working models available

Key Requirements

  • Ausbildung zur Bankkauffrau/zum Bankkaufmann
  • IDD-Zertifizierung (Insurance Distribution Directive)
  • AnsFuG-Zertifizierung (optional)
  • Experience in personal credit sales

Work Rights

Not specified

Tailored Resume

Cover Letter