Sparkasse Herford | Germany | 32xxx Herford | Permanent position | Full time | Published since: 17.04.2026 on stepstone.de
Wealth Manager Private Banking (m/f/d)
We are the largest financial service provider in Herford County. We are active in the region and have experience in giving people safety in a constantly changing world. As experts, we support our customers when it comes to pursuing and implementing dreams together. We are empowering them to become financially strong. Here you will constantly meet new people, new topics, new challenges. Our private banking offers its customers more than short-term investment and regular share tips. Our active support is important to us in all situations of life of our customers around money and assets – all from a single source: continuous, individual, professional and discreet. In addition to asset structure analysis, financial planning and real estate management, we also offer solutions in Estate Planning. Of course, our customers in the securities business can choose between classic advice, individual depot support or asset management. We are looking to strengthen our team at the earliest possible time: Senior Account Manager (m/w/d)
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Your tasks • Your profile • What we offer
As an asset manager, you act independently, independently and actively in charge of the private customers assigned to you due to their income or income. Assets have a particularly demanding consultancy requirement. You actively manage the customer relationship and provide holistic support with individual solutions for your customers. You optimize asset building and asset structure, analyze risks and develop investment strategies. You communicate with customers and their external partners (e.g. tax advisors and lawyers) at eye level. The systematic use of our digital consultation process is obvious to you. You act as a representative of private banking and convince customers of the performance and competence of our savings banks, actively tap into yield potentials and thus continuously increase our market share. With a systematic recommendation management, you gain new customers.
You have several years of experience in the comprehensive support of wealthy customers with complex financial structures. You have already demonstrated your skills with prudent successes. You have already qualified, e.g. Bachelor of Science and Financial Consultant or comparable. You are a highly integrative and trusted personality that quickly builds a close and personal relationship with their customers. Here have a high level of quality awareness and align the design of your customer relationship in the long term. You are very initiative and actively engage in your task, develop your own sales ideas and are committed to the success of your team and the overall success of Sparkasse Herford. A very high quality of your work and customer satisfaction are at the forefront. In the sense of optimal performance for the customer, you work effectively with your team, internal and external partners and develop individual solution strategies.
In a successful company, you take over a responsible position with an established customer base in a varied area of responsibility. We offer you a request and performance-oriented remuneration based on the TVöD as well as employee-oriented framework conditions. These include collegial cooperation, needs-based personal development opportunities and value-oriented corporate culture. .
Location
![]() | Sparkasse Herford | |
| 32051 Herford | ||
| Germany |
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