Sparkasse Dachau | Germany | 85xxx Dachau | Permanent position | Full time / Home office | Published since: 13.05.2026 on stepstone.de
Private Client Advisors - Securities / Investment Advisory (m/f/d)
As one of the most prestigious financial institutions in the Dachau region, we have been standing at the Sparkasse Dachau for many years for reliability, individual consulting and sustainable financial solutions. Our goal is to provide our customers with comprehensive support in all financial matters and always respond to their needs. Through dedicated employees and innovative services, we focus on a solid and sustainable growth of our company.
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Your tasks • Your profile • What we offer
You advise customers:individually in financial matters You create customized financial plans and solutions You build long-term customer relationships and maintain these You identify customer needs and operate cross-selling of products You monitor and adapt financial strategies according to market conditions You comply with legal regulations and directives in the financial sector
You have completed a training to/from the bank clerk and in addition to the savings bank or bank specialist:in filed You have extensive experience in private customer consulting You have securities knowledge that you can successfully apply in practice You are strong in communication and have negotiating skills You are service-oriented and stand safe You are team-ready and show a high degree of self-initiative
Possibility of flexible workplace design (home office) Start Friday from 13.15 in the weekend 32 days holiday and in addition on 24.12. and 31.12. Free Strong fixed salary plus attractive social benefits Various possibilities for further education Benefits: Job Ticket of the Train, Bikeleasing, Job Card and more
Location
 | Sparkasse Dachau | |
| 85221 Dachau | ||
| Germany |
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