Private banking insurance specialist at KSK-Financial Brokerage GmbH
Are you an insurance and financial services expert with a passion for private banking? KSK-Finanzvermittlung GmbH, a leading financial institution specializing in insurance and finance advisory services, is seeking an Insurance Expert (M/F/D) to join their team.
In this role, you will be responsible for advising clients on insurance products tailored to their private banking needs. This includes conducting portfolio reviews, providing financial planning advice, and recommending insurance solutions that align with clients’ risk profiles and overall wealth management strategies.
Key responsibilities include supporting relationship managers and branch leaders during client engagements, conducting detailed portfolio and risk profile assessments, recommending appropriate insurance products and solutions, managing insurance referral activities, and collaborating internally across functions to ensure a seamless client experience.
To excel in this role, you should have professional qualifications in insurance or financial services, solid experience in private banking, wealth management, or insurance advisory roles, strong knowledge of insurance products, excellent interpersonal and communication skills, and analytical skills for assessing client needs and structuring insurance solutions.
Benefits offered by KSK-Finanzvermittlung GmbH include competitive salaries, professional development opportunities, and the chance to work within a well-established financial institution. Specific benefit details, such as bonuses, insurance, retirement plans, or flexible working conditions, were not explicit in the available information but typically align with industry standards for private banking and financial advisory roles.
Interested candidates are invited to apply by submitting a CV or LinkedIn profile. For more information, visit the career page of the Sparkasse. The job posting is from KSK-Finanzvermittlung GmbH, located at New Post Str. 15, 53721 Siegburg, and can be emailed to [email protected].
Additionally, KSK-Finanzvermittlung GmbH is offering 21 more job openings. The work environment is valuing and collegial with flat hierarchies. Comprehensive professional and personal development opportunities are available. Flexible working hours and mobile work are offered to help balance career and personal life.
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- To further enhance your skills and broaden your understanding of personal finance, consider enrolling in an education program specializing in insurance and financial services, which could provide valuable insights for your role as an Insurance Expert (M/F/D) in private banking.
- Given your profession as an Insurance Expert (M/F/D) in private banking, it would be beneficial to manage your personal-finance affairs effectively, ensuring that your wealth management strategies align with industry standards and best practices to maintain a strong professional image.
