0Junior Financial Advisor Würzburg (m/f/d)
PSD Bank Nürnberg eG | Germany | 97xxx Würzburg | Permanent position | Full time | Published since: 23.09.2026 on stepstone.de

Junior Financial Advisor Würzburg (m/f/d)

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


“More We for You” – We follow this motto in every business area. As one of the largest cooperative banks, we have the highest demands in the care of our 150,000 private customers. We would like to support them online, by telephone and personally at one of our seven locations in every area of life. It is our 300 employees who have been successful in the PSD Bank Nuremberg for over 85 years. Every person introduces his individual ideas, his commitment and his competitive industry know-how, so we are sure: we start with you.

For our branch in Würzburg we are looking for a junior asset advisor (m/w/d) Würzburg at the next possible time

Your tasks • Your profile • What we offer

Customer consulting & sales Service and customer-oriented advice on all products and services taking into account the overall banking objectives Processing and expansion of customer relationships within fixedly assigned private customer alliances (A customers) Intensification and development of long-term, profitable customer relationships Acquisition of new customers and members recognition and benefits of cross-selling approaches and implementation of own sales measures Participation in marketing and sales promotions Securities & precious metal business Purchase of securities Customer advice in precious metal business Answering general questions on securities Risk assessment and compliance with WpHG regulations Service & Quality Implementation of services according to internal quality standards Active information acquisition and dissemination Consumption and processing of customer requests and complaints Working in the proposal to optimize processes

Senior Consultant (m/w/d) Senior Account Manager (m/w/d) strong sales affinity and pleasure in direct customer contact Team skills, communicative skills and a high level of social competence

13,5 monthly salaries and 40,- euro 30 days vacation per year and additionally free on 24. and 31.12. free Germany ticket or cheap parking central location, easily accessible by public transport numerous further and further training possibilities Occupational pension Employee benefits and benefits Operational health program ''More Fit for You''' with 200 euros budget per year Office dogs are welcome attractive perspectives in an innovative and forward-looking company interesting, varied and responsible activities modern, well-equipped workplace PSD Commitment - a paid working day for a volunteer project Current account to retire earlier or take a break (Sabbatical)

Location

ava PSD Bank Nürnberg eG
97070  Würzburg
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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