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

Deutsche Bank UK

Not specified; not specified; benefits include fle...
Hybrid
Digital advisory experience via phone and video
Expertise in personal loans and insurance products
Idz certification for financial services
Deutsche Bank UK is seeking a Senior Expert in Private Client Advisory for its consulting centers, emphasizing a modern and hybrid work environment. The role involves providing tailored digital consultation to clients, focusing on personal loans and financial products while fostering team collaboration and development

Job Summary

  • The role involves providing expert advice to private customers on accounts, personal loans, and pension products through digital channels like video and telephone.
  • Candidates are expected to manage a specific customer pool, identify needs using standardized processes, and guide clients to specialized areas when necessary.
  • The position offers flexible working hours, hybrid work options, and comprehensive benefits including mental health support and retirement planning.

Matching Summary

Match Score: 85

Deutsche Bank UK is seeking a Senior Expert in Private Client Advisory for its consulting centers, emphasizing a modern and hybrid work environment. The role involves providing tailored digital consultation to clients, focusing on personal loans and financial products while fostering team collaboration and development.

Salary

Not specified; Not specified; Benefits include flexible hours, health checks, and pension contributions

Skills & Requirements

Must-have

  • Digital advisory experience via phone and video
  • Expertise in personal loans and insurance products
  • IDZ certification for financial services
  • Omnichannel customer relationship management
  • Standardized financial needs analysis processes

Nice-to-have

  • Mentoring junior team members
  • Hybrid work environment adaptability
  • Strong sales orientation and closing skills
  • Continuous professional development mindset

Key Requirements

  • Banking commercial training or equivalent qualification
  • IDZ certification required
  • Proven expertise in personal loans and pension products
  • Regulatory compliance knowledge for credit and pension business

Work Rights

Not specified

Tailored Resume

Cover Letter