Sparda-Bank Ostbayern eG | Germany | 94xxx Straubing | Permanent position | Part time - flexible / Full time / Home office | Published since: 08.05.2026 on stepstone.de
Wealth advisor for private clients – Straubing branch (m/f/d)
As a cooperative bank, we stand for the promotion of our members and the strengthening of our region. In East Bavaria we are a reliable partner for private customers and accompany you with competence and heart on all financial questions. We are more than just a bank – we are part of your region. With us tradition meets innovation and we also shape our working environment: family, modern and open to new ideas. Our values – fair, simple and powerful, but also sympathetic and community – shape everything we do. In order to support our Straubing branch, we are looking for an asset advisor to private customers (m/w/d) at the earliest possible time – with at least one full-time or part-time. 32 hours/week. .
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Your tasks • Your profile • What we offer
You... Our new and existing customers advise and provide individual and needs-oriented advice and support with the focus of the asset and pension provision. You are oriented towards customer requirements and requirements, without individual individual targets and sales pressure. are the asset specialist / asset specialist (m/w/d) in the branch and support your colleagues in technical and sales issues. work closely with the partners to offer our customers a diverse product package. actively use the sales processes for investment consulting. take care of the procurement of financial consulting appointments through the recognition of customer signals and the processing of permanent campaigns as well as the maintenance of customer relationships. support your team in sales and actively engage in the achievement of the team goals.
You... have completed training to the bank merchant, insurance specialist, financial services specialist (m/w/d) or completed commercial training with experience in the financial services sector. have ideally become a banker or Senior Consultant (m/w/d) have extensive knowledge and experience in asset consulting with investment funds. understand with your friendly, communicative and convincing way of building a trusting and long-term relationship with our customers. because of your customer- and solution-oriented thinking as well as your negotiation skills find the ideal financial solutions, both for the customer and the bank. keep a cool head in stressful situations, work consistently on the right priorities and stand up competently and sympathetic to our customers.
Financial advantages: We offer you an attractive remuneration according to Sparda-Banken-Tarif with 13 monthly salaries, asset-effective services and a employee-funded pension. Work-life balance: Enjoy 30 days vacation plus work free on 24. and 31.12. as well as special holiday days, flexible working hours for optimal family and professional compatibility and individual mobile work. With a time value account or sabbatical you also get even more design space. Personal development: With our seminars and further trainings we create clear future prospects. Benefits: We offer attractive additional services such as JobRad, grant to the Deutschlandticket of €49, discounted bank products and much more. .
Location
 | Sparda-Bank Ostbayern eG | |
| 94315 Straubing | ||
| Germany |
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