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Sparkasse Regensburg | Germany | 93xxx Regensburg, Regensburg, Wenzenbach | Permanent position | Part time - flexible | Published since: 21.11.2025 on stepstone.de

Asset Client Advisor - Advice / Sales / New Clients (m/w/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


We make it easy for people to make their lives better. Also as an employer.

As a market leader, the heart of our corporate philosophy is our customer proximity and regionality. With passion, our employees advise our customers in the city and in the district of Regensburg on all financial topics. As part of the Sparkassen Financial Group, we offer a variety of banking services for private and business customers. These include services such as financial advice, insurance services or loans and real estate financing.

We are on our side in personal conversation as well as via digital channels and social media.

Your tasks • Your profile • What we offer

We make it easy for people to make their lives better. Also as an employer.

As a market leader, the heart of our corporate philosophy is our customer proximity and regionality. With passion, our employees advise our customers in the city and in the district of Regensburg on all financial topics. As part of the Sparkassen Financial Group, we offer a variety of banking services for private and business customers. These include services such as financial advice, insurance services or loans and real estate financing.

We are on our side in personal conversation as well as via digital channels and social media. You are responsible for the self-responsibility of the customer assigned to you in the context of the holistic advice approach in the asset, liabilities, securities and composite business You actively develop and implement sales ideas and strategies You identify customer needs and create existing potentials You win new customers:inside and maintain and intensify existing customer relationships You agree with our in-house specialist: inside You support as an optional representation of the advisory centre manager

You have completed a bank-related training to the bank clerk / the bank clerk and in addition further training You have a well-founded knowledge and a wide range of experience in independent customer consulting You show their own initiative and a high degree of sales orientation You think entrepreneurial and develop customer-oriented financial concepts You have a strong communication capability and negotiation skills

Attractive remuneration in public service with performance- and success-oriented variable components and savings banks special payment Employer-funded pension 32 days of holiday, as well as additional free days on 24 and 31 December Various training and career opportunities Flexible working hours, freely scheduleable at consulting center opening hours Working groups

Location

ava Sparkasse Regensburg
93049  Regensburg, Regensburg, Wenzenbach
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

For more information read the original ad

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