0Private Client Advisor - Investment / Financial Advice (m/f/d)
Raiffeisenbank Bobingen eG | Germany | 86xxx Bobingen | Permanent position | Full time | Published since: 27.10.2026 on stepstone.de

Private Client Advisor - Investment / Financial Advice (m/f/d)

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


As Raiffeisenbank Bobingen eG we are the cooperative bank on site and the first address for financial questions in the southern district of Augsburg. Since our founding in 1897, we have been supporting people, families, craftsmen and medium-sized companies in the region with personal advice, reliability and genuine homeliness. From our headquarters in Hochstraße 11 in Bobingen we control a regional branch network that combines traditional values with modern banking standards. What makes us special? As a registered cooperative, we are not anonymous investors, but our more than 9,000 members. We work according to the cooperative principle: what one alone does not create, that many create. We invest our income directly back into the economic development and social infrastructure of our home country – pragmatic, close to the customer and always at eye level.

Your tasks • Your profile • What we offer

You take over a firm customer base and accompany your customers in all financial stages in the long term. The focus is on people with their individual goals and wishes.You develop existing customer connections sustainably and are reliable contact persons in all financial matters. You conduct consultancy talks, in particular: The customer and his life situation are the focus – not the quick conclusion You will recognize consulting events and show suitable solutions transparent and comprehensible on You work closely with our specialists and partners (e.g. construction finance, precautions, insurance) You represent our bank at regional events and strengthen our local network

You have a successfully completed training to the bank merchant or You bring experience in private customer consulting and conduct consulting talks confidently and holistic Especially in investment consulting, you feel professionally safe and advise your customers individually and responsibly You communicate open, binding and at eye level – both with customers and in the team You appreciate a collegial environment in which one supports one another and is successful together

Our strength is the regionality and you will also feel it in daily coexistence. We offer you an environment in which you know each other, support each other and make decisions jointly.Planable remuneration according to the collective agreement of the banks including 13.5 salaries as well as a performance-oriented remuneration with above-average sales successes and asset-effective services, i.h.v. 40€ Advice with attitude: The focus is on demand-oriented customer advice – not the quick conclusion Additional Benefits: fare grant, food allowance, health insurance, employee conditions in banking Modern mobility through bike leasing Individual development and career opportunities, through the Academy of Cooperatives that match your personal goals A manager who is part of the team, actively assists you and is at any time a reliable contact person

Location

ava Raiffeisenbank Bobingen eG
86399  Bobingen
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.

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