Portfolio Advisor (ADB) (m/f/d)

These are us: work where values count and the region holds together. With around 1,100 employees, we are one of the largest employers in Kiel, the Rendsburg-Eckernförde County and the Plön County. What connects us? Not only common goals, but also true values such as diversity, sustainability, proximity and humanity. We have a different approach: success arises through appreciation, team spirit and a lot of fun at work. And because life is more than just a job, we make sure that work and private life fit together easily. Here you are not a field of numbers, but a person – with your ideas, experiences and perspectives. With us you will not just find a job, but a job with a lot of sense – for you, for others and for our region. Come to us – and become part of a team that shows attitude and moves the region. This is your job: Acquisition and the expansion of consultancy data, especially in the segment of corporate and private banking customers with the respective primary advisor Responsibility for the independent active consulting of the associated consulting mandates, in particular from the segment of the corporate and private banking customers. This includes, among other things, the creation of investment strategies, continuous monitoring of customer depots and implementation of action ideas active communications to customers about trends, developments and products on the capital markets regular and detailed reporting to customers regarding depot structure, performance and asset development sustainable placement of services ADB in the relevant sales units (especially private banking) You bring this with you: completed bank or savings bank training further qualification, e.g. in the form of a savings bank/farmer or a comparable qualification if there is no further qualification at the time of the invitation to tender, it has already been started or participation is immediately before Participation in training as a qualified portfolio consultant (AIM-Applied Invertment Management) Personal requirements: minimum. 2 years of professional experience in consulting private banking or asset customers good capital market theoretical knowledge in all asset classes as well as a pronounced sales orientation with a focus on securities business a secure occurrence and a high degree of self-initiative as well as the ability to generate investment ideas within the framework of the investment process high level of commitment, resilience and flexibility Our offer – and your added value: almost 14 salaries 32 holiday days (usual bank holidays 24.12. & 31.12.) iPad JobRad and Jobticket Company fitness HanseFit diverse personal and professional development possibilities Additional occupational health insurance and much more... Questions about the written position can be answered to you: Team management: Malte steel, telephone: 0431 592-2382 E-mail: malte.stahl@foerde-sparkasse.de Recruiting: Jennifer Duggen, phone: 0431 592-2034, E-mail: jennifer.duggen@foerde-sparkasse.de Disabled people are preferably taken into account with the same suitability. .