(Senior) Financial Advisor / Banker Private Clients – Remote (m/f/d)

Company description

Our next chapter in banking – and yours: The Sparda bank Nuremberg is moving forward. We are convinced: real customer proximity makes the difference. This is why we are not only personally present in our branch for our customers, but we are now accompanying them in a completely new way – DIGITAL! Here we offer our customers first-class asset advice by screen and our employees perfect flexibility. With our new digital branch - we are launching a new chapter and looking for our innovative team to shape the next track of success with us – digital, modern and forward-looking! Be part of something new – from the beginning. actively shape our growth, introduce your ideas and develop a career that adapts flexibly to your life and future. This is why we are looking for you as a (senior) asset advisor - private customers (m/w/d) - remote.

Your advantages in our digital team: Your workplace, your freedom: You advise your customers to 100% from the home office. You save your daily career and gain valuable life for family, hobbies and yourself. Trust from minute one: from the first day you enjoy real trust. We focused on your expertise, your own responsibility and your results. Your digital center: We don't leave anything to chance and equip your workplace perfectly – including the latest laptop, two screens, docking station and headset for smooth video consultations. Perfect start in Nuremberg: For a deep, structured onboarding we take you to your hand. For an optimal start, your well-founded and structured incorporation takes place directly on site with us in Nuremberg. You will learn about the Sparda culture, your contacts and all systems from the very beginning.

Your tasks: Full video consultation: You enter your firmly assigned customer base up to 100% by screen from the home office and develop tailor-made financial strategies from asset planning to liquidity management. Building confidence at distance: You prove that proximity can also be digital. Through proactive care you build long-term, trusting customer relationships. Comprehensive expert knowledge: You advise your customers holistically on all topics of asset advice, incl. Precautions, hedges and generation management and recognises needs around their real estate portfolios. Digital Networking: You work hand in hand with your colleagues from the sales team and specialists to digitally provide your customers with a well-founded all-round approach. Making growth active: You use your sales strength and final orientation within your customer base as well as to attract new customers and actively promote the success of our modern digital branch.

That's what you bring: Foundation training: You are a banker (m/w/d), have successfully completed an economic study or a comparable further education in the financial sector. Experience in investment consulting: You bring relevant professional experience in the holistic asset advice of private customers to a bank or a financial service provider – in the best case you already bring experience in digital consulting. Digital sovereignty & empathy: You have a high IT affinity, convince by a sovereign and closeable appearance in digital consulting talks and manage to convey complex financial topics in a video that is understandable and at eye level. Structured self-organisation: Working in the remote model requires a high degree of initiative, self-organization and reliability. Matching home office environment: You have a quiet space for undisturbed video reviews that perceives customer discretion, as well as a stable internet connection. Sales and value orientation: You have real fun in sales, are targeted and represent our cooperative values also in the digital space with enthusiasm.

Our offer to you: 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 attractive 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 ascent to the Senior Investment Consultant (m/w/d) for the upscale private customer segment. Homeoffice after onboarding: After your introduction, you will advise your customers from home. No more daily pendulum times, but maximum flexibility for your work-life balance. Real team flow instead of isolation: We live community. For joint workshops, fresh ideas and unforgettable team events we meet regularly live on site in Nuremberg – because real cohesion is created by real knowledge. Flexibility in everyday life: You benefit from flexible working time models with sliding time and a long-term account as well as 30 holiday days + 2 bank-free days. In addition, we support you with other special holiday days, e.g. for your voluntary commitment. Once a calendar year, you will also receive a time credit for the duration of a statutory audit. For your routes – whether private or after Nuremberg – we offer a free Germany ticket for maximum, sustainable mobility. 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.

Apply now

Company description

Our next chapter in banking – and yours: The Sparda bank Nuremberg is moving forward. We are convinced: real customer proximity makes the difference. This is why we are not only personally present in our branch for our customers, but we are now accompanying them in a completely new way – DIGITAL! Here we offer our customers first-class asset advice by screen and our employees perfect flexibility. With our new digital branch - we are launching a new chapter and looking for our innovative team to shape the next track of success with us – digital, modern and forward-looking! Be part of something new – from the beginning. actively shape our growth, introduce your ideas and develop a career that adapts flexibly to your life and future. This is why we are looking for you as a (senior) asset advisor - private customers (m/w/d) - remote.

Your advantages in our digital team: Your workplace, your freedom: You advise your customers to 100% from the home office. You save your daily career and gain valuable life for family, hobbies and yourself. Trust from minute one: from the first day you enjoy real trust. We focused on your expertise, your own responsibility and your results. Your digital center: We don't leave anything to chance and equip your workplace perfectly – including the latest laptop, two screens, docking station and headset for smooth video consultations. Perfect start in Nuremberg: For a deep, structured onboarding we take you to your hand. For an optimal start, your well-founded and structured incorporation takes place directly on site with us in Nuremberg. You will learn about the Sparda culture, your contacts and all systems from the very beginning.

Your tasks: Full video consultation: You enter your firmly assigned customer base up to 100% by screen from the home office and develop tailor-made financial strategies from asset planning to liquidity management. Building confidence at distance: You prove that proximity can also be digital. Through proactive care you build long-term, trusting customer relationships. Comprehensive expert knowledge: You advise your customers holistically on all topics of asset advice, incl. Precautions, hedges and generation management and recognises needs around their real estate portfolios. Digital Networking: You work hand in hand with your colleagues from the sales team and specialists to digitally provide your customers with a well-founded all-round approach. Making growth active: You use your sales strength and final orientation within your customer base as well as to attract new customers and actively promote the success of our modern digital branch.

That's what you bring: Foundation training: You are a banker (m/w/d), have successfully completed an economic study or a comparable further education in the financial sector. Experience in investment consulting: You bring relevant professional experience in the holistic asset advice of private customers to a bank or a financial service provider – in the best case you already bring experience in digital consulting. Digital sovereignty & empathy: You have a high IT affinity, convince by a sovereign and closeable appearance in digital consulting talks and manage to convey complex financial topics in a video that is understandable and at eye level. Structured self-organisation: Working in the remote model requires a high degree of initiative, self-organization and reliability. Matching home office environment: You have a quiet space for undisturbed video reviews that perceives customer discretion, as well as a stable internet connection. Sales and value orientation: You have real fun in sales, are targeted and represent our cooperative values also in the digital space with enthusiasm.

Our offer to you: 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 attractive 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 ascent to the Senior Investment Consultant (m/w/d) for the upscale private customer segment. Homeoffice after onboarding: After your introduction, you will advise your customers from home. No more daily pendulum times, but maximum flexibility for your work-life balance. Real team flow instead of isolation: We live community. For joint workshops, fresh ideas and unforgettable team events we meet regularly live on site in Nuremberg – because real cohesion is created by real knowledge. Flexibility in everyday life: You benefit from flexible working time models with sliding time and a long-term account as well as 30 holiday days + 2 bank-free days. In addition, we support you with other special holiday days, e.g. for your voluntary commitment. Once a calendar year, you will also receive a time credit for the duration of a statutory audit. For your routes – whether private or after Nuremberg – we offer a free Germany ticket for maximum, sustainable mobility. 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.

Apply now