Volksbank eG Kompetenz Center Wolfenbüttel | Germany | 38xxx Helmstedt | Permanent position | Full time | Published since: 07.10.2026 on stepstone.de
Senior Berater Private Banking (m/f/d)
We are a modern, market-oriented Volksbank with a balance sheet of over 3 billion. Euro, some 450 employees and 21 branches in the Wolfenbüttel, Peine, Helmstedt, Haldensleben and Börde regions as well as the city of Salzgitter and the city of Braunschweig. actively shape a new customer segment with: As part of the strategic realignment of our private customer business, we create 01. November 2026 the function Senior Consultant (m/w/d)
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Your tasks • Your profile • What we offer
Own-sponsored support, development and strategic further development of a demanding private banking customer portfolio with wealthy and very wealthy private customers Full consultation in all aspects of asset and finance, taking into account individual phases of life and complex asset and family structures Development of tailor-made asset, investment, precautionary and financing concepts including internal specialists and our partners Active acquisition of new private banking customers and sustainable expansion of existing customer connections through a strong personal network Detection and exploitation of consulting, cross-selling and business potentials in the sense of comprehensive and sustainable financial advice Representation of the Volksbank in the raised customer segment as well as care and development of regional networks and multipliers Support in the further development of private banking through the introduction of professional impulses, market knowledge and best practices Support and professional exchange with colleagues and support in the further development of the quality of advice
Successfully completed banking training as well as further qualification, e.g. bank business economist, graduate banking business economist, CFP®, EFA or a comparable qualification Multiannual, successful experience in advising wealthy private customers, ideally in private banking or Wealth Management Outstanding expertise in asset management, securities business, financing consulting, forecasting, generation management and joint business High consulting and sales expertise and proven success in expanding long-term customer relationships Sovereign appearance, negotiation skills and a high degree of discretion, sense of responsibility and trust Embossed network competence as well as pleasure in the active acquisition of new customers and presentation of the Volksbank Own-sponsored, entrepreneurial, as well as the ability to support complex customer needs in a solution-oriented manner Ideally qualifying in private banking as well as regular professional training in securities and asset management
Flexible working hours and confidence working time Attractive tariff services (13th salary, 30 days vacation & more) Beneficiary bike leasing for private use Possibility of an occupational pension provision and a life-time account Family-friendly corporate culture and a team that supports each other Employee conditions for our banking products and the affiliates
Location
![]() | Volksbank eG Kompetenz Center Wolfenbüttel | |
| 38350 Helmstedt | ||
| Germany |
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