Key Responsibilities
- Client Relationship Management: Develop and maintain strong, long-term relationships with B2B partners, including real estate agents, financial advisors, and brokers. Serve as their primary point of contact for all financing-related inquiries.
- Consulting & Advisory: Offer expert advice on mortgage products and financing options tailored specifically for expatriates. Analyze the financial situations of clients and present them with the most suitable solutions, ensuring a smooth and informed decision-making process.
- Customized Financing Solutions: Create and implement tailored financing strategies based on the unique needs of expatriate clients referred by our B2B partners. Manage the loan application process from start to finish, ensuring timely approvals and high client satisfaction.
- Market Analysis: Stay informed on the latest trends in real estate financing, interest rates, and regulatory changes within Germany. Use this knowledge to provide insightful advice to partners and clients, ensuring they are always equipped with the most up-to-date information.
- Sales & Target Achievement: Actively promote Finance for Expats’ financing products and services to partners and their clients. Strive to meet sales targets and contribute to the overall growth of the company.
- Documentation & Compliance: Ensure all financing agreements and related documents are prepared accurately, comply with German regulations, and are processed efficiently. Maintain detailed records of all client interactions and transactions.
- Training & Development: Continuously enhance your knowledge of real estate financing through internal and external training programs. Share insights and best practices with the team to foster a culture of continuous improvement.
Qualifications
- Education & Experience: Completed commercial training, ideally as a Bankkaufmann, Bankfachwirt, or in a related field such as Versicherungskaufmann or Immobilienkaufmann. Previous experience in private client advisory or financial services is highly desirable.
- Skills & Competencies: Strong enthusiasm for real estate, excellent sales and customer service orientation, and a high level of communication skills. Fluency in German is required, with English as a strong plus.
- Personal Attributes: Quick learner with a proactive approach to work, capable of working independently and managing multiple tasks simultaneously.
Why Join Finance for Expats?
- Competitive Compensation: Attractive base salary with success-based bonuses. Top performers have the opportunity to earn additional rewards.
- Benefits: Access to corporate benefits, company pension schemes, and mobility subsidies.
- Work-Life Balance: Enjoy flexible working hours, hybrid work models, and the possibility of working remotely for up to 30 days per year from other EU countries. We also offer 30+ days of vacation, including Christmas and New Year, and up to six months of sabbatical leave.
- Health & Wellbeing: Benefit from sports memberships, psychological support, preventative health checks, and mindfulness and stress management courses.
- Culture & Community: Experience our unique company culture, with regular team events and a collaborative work environment that fosters innovation and teamwork.
- Exclusive Offers: Employees and their families can access special conditions for their own property financing through Finance for Expats.