Asset and Pension Manager Corporate Clients (m/f/d)

We are an ambitious, valuable, collegial and customer-oriented team of over 450 employees. As a market leader in the region, we combine personal proximity with modern, holistic advice and offer our customers a comprehensive range of services and products. For our corporate customer center, we are looking for an asset and pension manager company customer (m/w/d), who, together with our primary supervisors, focuses on the private financial side of our entrepreneurs. Your role – Specialist in Assets and Prevention As asset and pension managers, you are a specialist and co-sponsor in the corporate customer business. You do not have their own company customer portfolio, but are specifically integrated into the customer relationship by our company and commercial customer consultants. Your advantage: You can concentrate fully on consulting and sales. Together with the respective primary supervisor, you identify consulting approaches and take over the advice of our entrepreneurs on asset building, asset building and private pensions. Your tasks – varied and sales-oriented holistic advice from entrepreneurs, managing directors and owners on asset building, asset building and private provision Development of individual investment and precautionary strategies – from initial analysis to implementation Advice in securities and depot business and other suitable forms of investment Advice on private pension provision Integration of real estate as an investment into the individual asset strategy Accompanying our customers with questions about succession and generation management Detection and consistent benefits of consulting and sales potentials together with the respective primary supervisors Close cooperation with our company and commercial customer consultants as well as other specialists within the Sparkasse Active participation and further development of our consulting approach for entrepreneurs Your profile – professionally strong or willing to become it you have a training to the bank merchant (m/w/d) and ideally have a further qualification, e.g. for savings banks/bankers or savings banks/bankers, an economic study or a comparable qualification. You bring knowledge and ideally consulting experience in investment and securities business. You are delighted to deal intensively with asset building, asset building and individual financial strategies. You think driven, identify potentials and actively approach people. You convince with a binding and sovereign appearance and a pronounced customer orientation. Your own initiative, a sense of responsibility and a partnership-based cooperation in the team will distinguish you. You do not meet all the requirements yet? Even if you want to further develop professionally, we look forward to your application. Your motivation, your sales potential and the willingness to work intensively on the issues of asset management and precaution are crucial to us. On your development path we support you with a structured training and targeted training. Our offer – your perspective An exciting specialist function in the company customer center with a clear focus on consulting and sales The opportunity to accompany entrepreneurs in key private financial decisions in the long term A high level of design space and the ability to actively develop the function and our advice approach An onboarding tailored to you with a structured incorporation concept Individual professional and personal training opportunities – especially for development candidates Cooperation in a powerful team of corporate and commercial customer consultants and specialists Flexible working hours and the possibility of mobile work within our internal regulations A workplace in the heart of Bayreuth Attractive remuneration after TVöD-S, 32 holiday days and two bank holidays The benefits of a public employer with extensive social benefits, attractive opportunities for occupational retirement and other benefits Interest awakened? Then we look forward to meeting you! If you have any questions about the job, please contact: Mr Marco Streit Head of Corporate CustomersCenter Telephone: 0921 284-1165 marco. dispute@sparkasse-bayreuth.de Mrs Grit Nather Staff division Telephone: 0921 284-1463 grit.nather@sparkasse-bayreuth.de We ask you to look at requests from personnel intermediaries, Headhunter or Ä. Convince us of your personality and apply online with indication of your possible entry date.

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