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

Job Description:

In the advisory centers of Private Banking Germany, we combine a modern, digital, and hybrid working environment with personal advice for our customers at various locations. We live a contemporary and modern working and advisory world, consistently align ourselves with the needs of our customers, and thus count among the most modern teams in private customer consulting.

Our customers value digital channels as much as personal exchange and expect competent, individual advice on all banking topics. Here you can bring in your strengths and actively shape the future of consulting.

And for that, we are looking for you!

Do you want to enjoy flexible working hours and a secure employment relationship in a great team?

Then come to us!

Your tasks

• You advise our private customers digitally (phone, video consultation, co-browsing, and email) on topics such as accounts, services, personal loans, and retirement products, based on their needs.

• Together with your team, you are responsible for managing a customer pool, acquiring new customers for the digital, omnichannel-supported private customer segment, and continuously developing customer relationships.

• You identify needs through the use of standardized consulting processes (e.g., FinancialCheck) and competently refer customers to specialist areas for topics outside your own expertise.

• You excel in telephone appointment scheduling and conduct sales-oriented and high-quality consulting sessions.

• You actively contribute to the team, promote the consulting performance of your colleagues, and motivatingly share your expertise.

• You support the RBC executives in onboarding new employees and take on deputy tasks in daily management.

Your skills and experience

• You have a banking apprenticeship or comparable qualification.

• You bring particular expertise in digital consulting and in the sale of personal loans (including insurance) and retirement products, complemented by comprehensive knowledge of the entire private customer product range.

• You master the professional use of digital media (telephony, video consulting, screen sharing) and use the possibilities of the omnichannel-capable workplace securely and efficiently.

• You have sound competence in the area of personal loans, are IDD-certified, and reliably meet all regulatory requirements and quality standards in the credit and retirement business.

• You possess in-depth know-how in financing and retirement planning and continuously develop your specialized, sales, process, and digitalization knowledge.

• You present yourself confidently, professionally, friendly, and competently, you also have strong sales skills and convince with a high degree of customer orientation.

What we offer

We offer you a wide range of services that cover all your professional and personal needs.

• Emotionally balanced A positive attitude helps you to master the challenges of everyday life – professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote your mental health.

• Physically fit With our offers for maintaining your personal health and a supportive professional environment, the bank helps you to stay physically fit. You benefit from extensive check-up examinations, vaccination offers, and advice on healthy living.

• Socially connected Exchanging ideas with others opens up new perspectives, helps you advance professionally and personally, and strengthens your self-confidence and well-being. Benefit from offers such as support from the pme Familienservice, the FitnessCenter Job, flexible working time models (e.g., part-time, job sharing, hybrid working), as well as a comprehensive culture of diversity, equal opportunities, and participation.

• Financially secure The bank not only financially secures you during your active career but also for the future and supports your flexibility and mobility – whether privately or professionally. Benefit from offers such as contribution plans for retirement provisions, banking services for employees, company bicycle, or the Deutschlandticket.

The position is offered both full-time and part-time.

Since benefits may vary slightly depending on the location, please contact your recruiter for specific questions.

If you have any questions about the recruitment process, Melanie Klopsch will be happy to assist you.

Contact Melanie Klopsch: +49 1725452059

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.