Senior Advisor in Private Banking Corporate Banking & Mandate Business (m/f/d)

We at the Sparkasse Essen promote a good life of all people in Essen and support them every day in achieving individual goals. With personal proximity and regional competence, we accompany each individual in all financial situations. We create economic, social and ecological sustainability and make us strong for what really matters – for people in Essen, for the region, for all of us. With more than 1,200 employees in our branch family - stationary, digital and medial - we are the reliable financial partner number one in our city. Ready to shape the future with us? We are looking for you

Senior Account Manager (m/w/d)

for our Private Banking department corporate customers and mandate business. We are looking for people!

Your tasks of independent supervision of demanding mandates as part of individual depot support (IDB) Development of individual investment and care strategies based on the personal goals and investment situation of our customers ongoing monitoring of the supervised depots and deriving and implementing tactical and strategic recommendations for action Conduct regular strategy, reporting and depot talks and explain current market and capital market developments Development of individual optimization proposals taking into account opportunities, risks and the agreed investment strategy Creating high-quality interview documents and decision templates for customer and consulting talks active acquisition of new mandates and continuous development of existing customer relationships close cooperation with the private banking consultants and the use of common cross-selling pools Participation in the further development of our range of services and the technical design of the Private Banking business Your profile You bring with... a completed training to the bank clerk, a completed business training (e.g. Bachelor or Business Administration), a well-founded expertise in all segments of the securities business and comprehensive practical experience in investment consulting good knowledge in PowerPoint and Excel pronounced communicative and analytical skills: proactive contact care, convincing presentations and the ability to activate and intensify customer relationships, and a team-oriented way of working and enjoying close cooperation with corporate customers, the private banking team and other specialist departments. We offer you... an indefinite job with the possibility of mobile work, an exciting and varied activity, a secure and future-oriented workplace with a strong employer (e.g. multiple award as a TOP worker by the magazine “FOCUS” and the employer evaluation platform “Kununu” - Top Company 2026), an attractive remuneration according to the collective agreement (TVöD-S) with comprehensive social benefits (including 32 days of leave, supplementary pension funds, possibilities for cycling and IT leasing) as well as various extra-tariff benefits. Dennis Menden (Head of Asset Management) is responsible for confidential contact; Tel. Tel. 0201/103-2139). We look forward to your application (incl. the earliest possible entry date and your salary presentation) via our online portal.

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