0Private Client Advisors (m/f/d)
Sparkasse Oberhessen | Germany | 63xxx Schotten | Permanent position | Part time - flexible / Full time / Home office | Published since: 03.02.2026 on stepstone.de

Private Client Advisors (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Do you want to be the financial companion (m/w/d) for our customers?

As a private customer advisor (m/w/d) in our consulting center Schotten, you actively shape the future of our savings bank and our customers. In the area of private customer consulting we are contact persons of our approx. 100,000 customers and their financial companions through all their lives. The advice and support of our customers is a matter of heart for us. Together with them, we discuss their needs...

Your tasks • Your profile • What we offer

Do you want to be the financial companion (m/w/d) for our customers?

As a private customer advisor (m/w/d) in our consulting center Schotten, you actively shape the future of our savings bank and our customers. In the area of private customer consulting we are contact persons of our approx. 100,000 customers and their financial companions through all their lives. The advice and support of our customers is a matter of heart for us. Together with them we discuss their needs as well as their life goals and make the advice an experience. Our aim is to establish and expand a long-term relationship with our existing customers and to establish new customer relationships. The consultant and the customer understand themselves as partners.

Guessing, inspire, move - Your tasks with us: Customer support and new customer acquisition – holistic, demand-oriented and consulting in all financial areas, in particular with our partner solutions. Personal, telephone and digital customer relationships. Accounts & Cards – Fully accompanied in daily payment transactions; Support in setting up and using accounts, maps and online banking to make the financial day secure, flexible and digital. Save & Create – Demand-oriented advice on asset building; Analysis of objectives and wishes and development of individual investment strategies Insurance & pension provision – selection of appropriate insurance and pension provision solutions and ongoing optimization and review to secure the financial future. Housing & Real Estate – Showing opportunities for financing, interest-rate security as well as state funding including specialists. Credit & Consumption – Targeted financing for private projects; Determination of financing needs, transparent presentation of credit options. Team Spirit: support service, identify potentials, actively accompany overheads, achieve goals together.

Your profile – professionally strong, humanly convincing - You bring this: You have successfully completed a training as a banker (m/w/d) You have great pleasure in contact with people - Your heart beats for holistic customer advice You have a look at the needs of our customers and are interested in building long-term customer relationships You convince with empathy, commitment, passion and a pronounced communication skills You work independently, motivated and with joy in dealing with people, are team-ready and bring a strong self-motivation

Our offer – more than just a job – what we offer you: Attractive compensation package (TVöD-S) and attractive benefits Open and team-oriented corporate culture Occupational pension Flexible working hours in full and parttime Job-Rad offer Versatile training offers 32+ days holiday, on 24. & 31.12. free Possibility of mobile work Employee Bank – with attractive special conditions Employee discount (Corporate Benefits) Operational health management Additional insurance

Disabled persons are preferentially hired under the applicable statutory provisions for the same suitability and qualification. In all areas where women are underrepresented, Sparkasse Oberhessen seeks to increase the proportion of women in accordance with the Hessian Equality Act (HGIG). Therefore, women's applications are particularly welcome. Send us your application exclusively online via our application form. We look forward to your application! !

Location

ava Sparkasse Oberhessen
63679  Schotten
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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