0Private Banking Corporate Client Advisor Junior in Private Banking Corporate Banking & Mandate Business (m/f/d)
Sparkasse Essen | Germany | 45xxx Essen | Permanent position | Full time / Home office | Published since: 23.07.2026 on stepstone.de

Private Banking Corporate Client Advisor Junior in Private Banking Corporate Banking & Mandate Business (m/f/d)

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


Your tasks • Your profile • What we offer

We at the Sparkasse Essen promote a good life of all people in Essen and support them every day in achieving individual goals. With personal proximity and regional competence, we accompany each individual in all financial situations. We create economic, social and ecological sustainability and make us strong for what really matters – for people in Essen, for the region, for all of us. With more than 1,200 employees in our branch family - stationary, digital and medial - we are the reliable financial partner number one in our city. Ready to shape the future with us? We are looking for you

Senior Account Manager (m/w/d)

for our Private Banking department corporate customers and mandate business. We are looking for people!

Strategic participation in the holistic support of corporate clients with a focus on private financial topics (without credit business) Preparation and preparation of analysis and presentation documents for risk products (vocational inability, life and accident insurance) Creation of basic scenarios for private pension provision and support for generation and genetic planning concepts Collection of market information and development of optimization proposals for asset optimization under the guidance of the senior consultant Own development of simple financial plan drafts (cash flow analysis, savings plans) for smaller mandates and proactive care of existing customer relationships (follow-up calls, email updates) Close coordination with corporate customer supporters, the private banking team and specialist departments (provision, real estate, etc.) as well as support for customer presentations on domestic and foreign investment products Assistant to the new customer acquisition by creating initial presentations and accompaniment of acquisition appointments, including co-organization of customer events and accompaniment during the event. Your profile You bring with... a completed training to the bank clerk, a completed business training (e.g. Bachelor or Business Administration), first practical experience in customer support – ideally in the private banking environment or in the care of wealthy corporate customers, with the focus on private financial topics, pronounced communication and service competence: proactive contact care, convincing presentations and the ability to activate and intensify customer relationships, and a team-oriented way of working and enjoying close cooperation with corporate customers, the private banking team and other specialist departments. We offer you... an indefinite job with the possibility of mobile work, an exciting and varied activity, a secure and future-oriented workplace with a strong employer (e.g. multiple award as a TOP worker by the magazine “FOCUS” and the employer evaluation platform “Kununu” - Top Company 2026), an attractive remuneration according to the collective agreement (TVöD-S) with comprehensive social benefits (including 32 days of leave, supplementary pension funds, possibilities for cycling and IT leasing) as well as various extra-tariff benefits. Dennis Menden (Head of Asset Management) is responsible for confidential contact; Tel. Tel. 0201/103-2139). We look forward to your application (incl. the earliest possible entry date and your salary presentation) via our online portal.

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Location

ava Sparkasse Essen
45127  Essen
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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