Sparkasse Bielefeld | Germany | 33xxx Bielefeld | Permanent position | Full time | Published since: 09.02.2026 on stepstone.de
Private Banking Advisor - Asset Management / Client Support / Financial Goals (m/f/d)
What arises when passion and expertise meet to shape habitats and strengthen common good? We accompany people with their real estate goals, from their first own apartment to the optimization of complex portfolios. At the same time, we encourage significant regional projects that enrich our community. You're looking for a job in which you transfer real estate, evaluate and manage and make a real difference? Then shape a future with us in which living and life are optimally connected and your work achieves sustainable effect.
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Your tasks • Your profile • What we offer
You serve our wealthy top private customers: individual, holistic and with the highest standards of quality and trust You develop tailor-made concepts for structuring and sustainable optimization of assets You position yourself at your customers:into the first contact person:in order to implement financial goals and designs You provide a high-quality consulting experience – with empathy, trust and vision You work closely with specialist:inside and external partners:inside to shape holistic solutions
You have a completed bank training – ideally complemented by a further education to the Financial Consultant or a comparable qualification You have well-founded knowledge and several years of experience in the care of wealthy customers, preferably in private banking You show high customer orientation, safe appearance and strong analytical thinking You act entrepreneurial, communicate clearly and build trusting, long-term customer relationships
work-life balance – you benefit from flexible working time models and 32 holiday days plus Holiday on Christmas Eve and New Year's Eve.
compilation – We live an open and value-adding corporate culture. Self-employed work is accompanied by competent support.
karriere – A diverse range of development options awaits you with us: both professional, methodological and personal.
compensation – you will receive an attractive remuneration according to TVöD-S as well as asset-effective services.
additional services – You benefit from a job-sponsor-funded pension, a job ticket, various offers in the context of occupational health management, benefited employee conditions in Bielefeld and much more
Location
 | Sparkasse Bielefeld | |
| 33605 Bielefeld | ||
| 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.
For more information read the original ad