0Wealth Management Advisor - Private Banking (m/f/d)
Hamburger Sparkasse | Germany | 22xxx, 21xxx, 20xxx Hamburg | Permanent position | Full time / Home office | Published since: 08.07.2026 on stepstone.de

Wealth Management Advisor - Private Banking (m/f/d)

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


Your tasks • Your profile • What we offer

We are looking for you Senior Account Manager (m/w/d) Overview

City: Hamburg Experience: professional experience indefinite Full time Our portfolio management team is responsible for investment policy in private banking and its customer-side implementation in the respective fund and securities mandates. Currently, the portfolio management for private banking supports a volume of 3.6 billion. Euro - with a clear view of further growth in the coming years. To successfully shape this growth, we are looking for reinforcement for our team. Your job support for mandates and their related customers:in cooperation with the responsible relationship managers Active cooperation in the investment process and preparation of investment proposals for our global stock portfolio or for our pension portfolio Support for relationship management in complex customer talks and in new customer acquisitions for mandates by drawing up investment proposals Responsibility for the implementation of the investment strategy specified in the management portfolio in the mandates you provide, taking into account legal, regulatory and customer-specific requirements Implementation and further development of quality and service standards in asset management Your profile Successfully completed studies (Master) or comparable qualifications combined with long-term professional experience, ideally with an additional qualification (CFA / CIIA) Funded capital market expertise and a very good understanding of portfolio theory, portfolio construction and risk management Multiannual experience in care and acquisition in private banking Embossed analytical skills and solution orientation High level of empathy, excellent communication skills and strong customer orientation Joy in working in a dynamic environment Flowing German and English skills Your Benefits Work-Life Balance: Mobile Work, Flexible Working Hours Flexible holiday design: 30 days holiday + 24. and 31. 12. free and the possibility to increase the annual holiday on 36 days Remuneration: 13.66 Salaries, variable remuneration, asset-effective benefits, other social benefits and holiday savings Our Mindset: Networking, Trust, Responsibility, Teampirit, Duzkultur, Living Diversity IT-Equipment: Apple Package - iPad Pro with Magic Key keyboard, Apple Pencil and Apple Airpods (also for private use) Continuing training: extensive technical and methodological training, hospitations, mentoring Mobility: Attractive bicycle leasing, discounted Germany ticket More: HaspaJoker Premium free of charge, other products with discounts, diverse art, culture and sports offers You can find more about us as an employer here. We are the bank for all hamburgers: inside and 1.5 million. Kund: inside give us their trust. Our 4,500 employees and 430 trainees bring people together and help them beyond financial questions. Because we are engaged in many non-profit initiatives and facilities in the district - and make Hamburg even more liveable. Please apply with your meaningful application including your salary presentation and the possible date of entry in our online portal. Questions about the written position will be answered to you Matthias Can Telephone: 0151 / 16852074 E-mail: matthias.kann@haspa.de For more information on Haspa, visit www.haspa.de

Location

ava Hamburger Sparkasse
20354  Hamburg
Germany

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