Sparkasse Vest Recklinghausen | Germany | 45xxx Recklinghausen | Permanent position | Part time - flexible / Full time / Home office | Published since: 17.07.2026 on stepstone.de
Specialist for Individual Portfolio Management (m/f/d)
The Sparkasse Vest Recklinghausen is one of the largest savings banks in Westphalia – and we are even more. We understand ourselves as an innovative service provider on site with a great deal of proximity to our customers and a social responsibility for the circle of Recklinghausen. We focus on sustainability with the aim of climate-neutral work. We represent values such as fairness, solidarity and partnership, not only in relation to our customers, but also in cooperation with our employees. The Private Banking of Sparkasse Vest Recklinghausen is one of the leading addresses for demanding asset management in the northern Ruhr region. Around 25 experienced experts are responsible for a customer business volume of approximately one billion euros – with the highest discretion, a holistic 360° approach and direct connection to the Executive Board. Our special strength lies in a clear division of work from generalists and specialists. While our relationship managers are responsible for the wealth relationship in their entirety as a customer manager, our specialists take on in-depth professional support in their respective field of competence. In the managed securities business, this is the individual depot support (IDB) – our exclusive care mandate for capital-market-affine customers who actively participate in their investment decisions and wish a personal depot manager at their side. A flat-rate all-in debt gives them maximum freedom in their securities transactions. Right here: As a specialist individual depot support you are the personal security expert of our IDB customers. They combine sound capital market expertise with the reliability and regional rooting of your savings banks, creating sustainable values for local people. Enrich our team with your personality and expertise and join us as a specialist in individual depot care in Private Banking in Recklinghausen to a successful future. .
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Your tasks • Your profile • What we offer
As a personal depot manager, you serve a defined group of capital market-affiner private banking customers as part of our managed securities advisory business (individual depot support). You develop individual investment strategies and ideas – from ETF and fund solutions to individual titles (shares, bonds, certificates) – tailored to the personal chance-risk requirements of your customers and your savings bank. You conduct regular strategy and investment talks – personal, telephone and digital – and ensure active, qualified contact along our IDB performance promise. You actively monitor the supervised depots, inform proactively about market developments and agreed loss thresholds and are responsible for meaningful, regular reporting. You work closely with the relationship managers in tandem and bring your securities expertise into the holistic support of our customers. You represent the Sparkasse at specialist lectures and exclusive events for our IDB customers. You ensure compliance with regulatory requirements (including WpHG, appropriateness of investment advice) in your area of responsibility.
You have completed training to the bank businessman (all genders), ideally complemented by further qualification (e.g. savings banks/bank business economist, financial consultant) or an economic studies. You bring multiannual professional experience in qualified securities and/or asset consulting with. You possess sound capital market knowledge across all key asset classes and the necessary expertise for investment consulting according to § 87 WpHG. You convince with pronounced analytical skills, consulting and final safety as well as a sovereign appearance in the upscale customer segment. You are characterized by communication strength, team spirit and the willingness to work in tandem – as well as digital affinity. A high degree of discretion, sense of responsibility and customer orientation complete your profile.
Work-Life-Balance: 32 days holiday incl. the possibility to acquire further holidays through salary change, flexible working time models with work time recording and sliding time, possibility to work mobile Competitive conditions: permanent employment relationship, transparent remuneration according to EC 11 TVöD-S with fixed and variable pay components, employer-funded occupational pensions and supplementary sickness insurance, asset-effective benefits, employee conditions and discounts Career and development opportunities: diverse possibilities for personal, technical and methodological further education and potential development, in-house hospitations, value-adding onboarding Numerous additional services: JobRad, employee events, occupational health management, ergonomic and modernly equipped workplaces, operating physician, corporate fitness, operating restaurant
Location
 | Sparkasse Vest Recklinghausen | |
| Herzogswall 5, 45657 Recklinghausen | ||
| Germany |
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