Senior Private Client Advisor (m/f/d)

Company description

Welcome to the Sparda-Bank Nuremberg eG! – We are the most important cooperative bank in North Bavaria with a balance sheet total of 5.5 billion. EUR and has been working successfully in our region for 95 years. In addition to our social responsibility or our sustainability claim, our bank with more than 380 employees has a trusted partnership with our customers. With our clear focus on the needs of our members, we offer tailor-made solutions for all phases of their financial life and holistic advice. We are convinced that excellent, fair and above all personal customer advice is the key to long-term, reliable relationships and satisfied members. This is why we are looking for you as a Senior Private Customer Consultant (m/w/d) for our Bayreuth location to strengthen our sales team of the future.

Your tasks: You provide personal and extensive support for our customers in the upscale private customer business. This is achieved by the consistent implementation of strategic sales processes according to defined quality standards from WP consulting to risk class 4. You bear the income responsibility within the framework of your serviced customers and work routined with our programs in the defined consulting process. In addition, the activation and acquisition of new customer relationships, the intensification of the stock and the distribution of our composite products with a focus on investment funds, insurance and real estate placement are your tasks.

Your profile: The basis of your competence is a commercial training as a banking businessman (m/w/d), a further training as a banking specialist or a completed economic study You are a sales professional, enthusiastic people and have a sense of the wishes and needs of our customers In order to ensure the joint success of the team, you draw your attention through a high level of self-sufficiency and self-responsibility. You are sympathetic, a communication talent and passion for sales in the upscale segment In the digital age, you have a corresponding affinity for using our modern consulting programs.

Our offer: Security & top compensation: You receive a collective remuneration consisting of 13 monthly salaries supplemented by strong social benefits such as asset-effective benefits and an occupational pension scheme. Successes that are worth it: Your performance makes the difference. With our exciting sales competitions you can achieve attractive team and single premiums in addition to the tariff content. With strong performance, this allows an annual bonus of up to 3 additional gross monthly wagers on top for you. Your career perspective: We invest in your growth. With your will to learn, we will pave the way up. Through individual development plans and targeted modules, we systematically prepare you for the rise to the asset advisor (m/w/d). Work-life balance: Your well-being and a healthy balance are important to us. You benefit from flexible working time models with sliding time, a long-term account and 30 holiday days +2 bank-free days (Heiligabend/Silvester) in the year Mobility: We provide a convenient and sustainable way of working. Whether with the free Deutschlandticket and/or the Jobrad. Since our locations are very central, you are well connected to public transport Additional benefits: We also offer you comprehensive health management, numerous employee conditions and discounts, unforgettable events and much more. This job offer is aimed at all interested parties regardless of race, ethnic origin, sex, religion, age, sexual identity or a disability not relevant to the exercise of the job. Unless expressly stated otherwise, both full-time and part-time employees may feel addressed. In the case of the same qualification and suitability, internal applicants are preferred in the occupation of the job.

If you have any questions about your application or the written position, we will be happy to help you. You can reach us by phone at 0911/2477 7422 or by email to karriere@sparda-n.de. We look forward to your contact.

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