Sparkasse Krefeld | Germany | 47xxx Krefeld | Permanent position | Part time - flexible / Full time | Published since: 05.10.2026 on stepstone.de
Full-time/part-time Private Banking Consultant (m/f/d)
Do you not only want to advise, but to create and maintain values? Then come to us! The Sparkasse Krefeld is looking for dedicated employees in the area of private banking for income customer support as well as for asset management. With passion and expertise, you accompany our customers from analysis to the successful implementation of their financial goals – depending on the experience and qualification in income and/or Asset management. .
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Your tasks • Your profile • What we offer
Holistic, segment- and potential-oriented customer support, as well as the development of needs-oriented and complex solutions for the needs of our customers. Advice from private banking customers:in accordance with the defined contact and support standards. Active Relationship and Network Management, Management of Customers: Inside Digital Channels, Acquisition of New Customers (e.g. Recommendation Business). Implementation, documentation and follow-up of consultancy talks according to the Private Banking Standard (Bedarfs, Potential and Risk Analysis). selection and distribution of suitable products from the private banking product basket; in the case of asset customers, additional integration of alternative investments. Integration of sales partners: women, transfer to specialists, close cooperation with internal specialist departments. Active management of the customers: in addition to digital and media channels, explanation of multichannel solutions. Handicraft processing, pre- and post-processing, daily processing of assigned tasks and processes (e.g. market and customer research).
Completed training for bank/sparkassenfachwirt Experience and competence in securities business At least 3 years of experience in the distribution/care of private or Income customers Knowledge of tax, legal and banking regulations Safe handling of structured consulting methods, MS‐Office, OSPlus and specialist applications Depending on your experience and qualification, you take over the position as an income customer:in or Account Manager:in. Please indicate in your application which location you are interested in. We are committed to equal opportunities and diversity and look forward to applications from all genders, age groups and cultural backgrounds.
An annual salary of currently around €61,500 – €95,800 - depending on your qualification, experience and application A workplace in the heart of Krefeld 32 holiday days plus 2 bank holidays and flexible working hours Targeted promotion and training for professional and personal development JobRad-Leasing Benefits for Germany Ticket Job Reference card (mtl. 50 Euro) Special conditions for our products and services Excellent operating restaurant Occupational pension Further Benefits
Location
 | Sparkasse Krefeld | |
| 47798 Krefeld | ||
| Germany |
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