Senior Experte Vorsorge (d/m/w) Beratungscenter Privatkunden

Deutsche Bank Group

Germany
Not specified; not specified; comprehensive benefi...
Hybrid
Digital advisory experience
Personal loans sales expertise
Pension products knowledge
The role involves advising private customers on accounts, personal loans, and pension products via digital media including video and co-browsing

Job Summary

  • The role involves advising private customers on accounts, personal loans, and pension products via digital media including video and co-browsing.
  • Candidates are expected to lead a customer pool, identify needs using standardized processes like FinanzCheck, and refer complex cases to specialists.
  • The position offers flexible working hours, hybrid work models, and comprehensive benefits covering mental and physical health as well as financial security.

Matching Summary

The role involves advising private customers on accounts, personal loans, and pension products via digital media including video and co-browsing.

Salary

Not specified; Not specified; Comprehensive benefits package including health checks, fitness center access, and pension plans

Skills & Requirements

Must-have

  • Digital advisory experience
  • Personal loans sales expertise
  • Pension products knowledge
  • IDZ certification required
  • Omni-channel banking tools

Nice-to-have

  • Team leadership capabilities
  • Mentoring new employees
  • Hybrid work environment
  • Strong customer orientation
  • Continuous learning mindset

Key Requirements

  • Banking apprenticeship or equivalent qualification
  • IDZ certification mandatory
  • Regulatory compliance adherence
  • Expertise in personal credit and insurance
  • Proficiency with digital banking platforms

Work Rights

Not specified

Tailored Resume

Cover Letter