Sparda-Bank Nürnberg eG | Germany | 90xxx Nürnberg | Permanent position | Part time - flexible / Full time | Published since: 17.12.2025 on stepstone.de
Financial Advisor / Banker Private Clients - Nuremberg Metropolitan Region (m/f/d)
Welcome to the Sparda-Bank Nuremberg eG! – We are the most important cooperative bank in North Bavaria with a balance sheet total of 5.5 billion. EUR and has been working successfully in our region for 95 years. In addition to our social responsibility or our sustainability claim, our bank with more than 380 employees has a trusted partnership with our customers. With our clear focus on the needs of our members, we offer tailor-made solutions for all phases of their financial life and holistic advice. We are convinced that excellent, fair and above all personal customer advice is the key to long-term, reliable relationships and satisfied members. For this reason, we are looking for you as an asset advisor - private customers (m/w/d) for our locations in the metropolitan region of Nuremberg. .
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Your tasks • Your profile • What we offer
Customer-oriented advice: We focus on the customer! You are the one who best knows the needs and wishes of the private customers directly assigned to you. With your trained gaze, you will discover potentials, show opportunities and help your customers take advantage of the best opportunities for their financial future and offer them individual, tailor-made solutions Holistic financial advice: For your customers, you develop tailor-made financial strategies that suit your life situation. You provide comprehensive advice on all aspects of our product portfolio – from asset planning to standardized financing and building-saving solutions to liquidity management. You are not only a financial expert, but also a first contact person when it comes to topics such as prevention, security and generation management. In addition, you recognize needs around the real estate portfolio of your customers and develop needs-oriented strategies Construction and maintenance of customer relationships: Your strength is to build trusting and long-term relationships with your customers. Through your regular, proactive support and portfolio audits, you will ensure their financial future and adapt their strategies to new market or life situations. At the same time, you are actively working to attract new customers and thus support the growth of the bank Teamwork for customer success: With us you are not alone – you work hand in hand with colleagues from the sales team, specialists and other departments to provide your customers with a comprehensive, well-founded advice and support
Education: You have successfully completed a training in the banking or financial sector (e.g. as a banking businessman/wife) or an economic study or Training with a focus on finance or banking Professional experience: You already have relevant experience in asset consulting for private customers in a bank or a financial service company, ideally with first experience in consulting with a holistic approach Expertise: You have comprehensive knowledge in the business field of asset management and liquidity management and see you as a competent contact person for your private customers. Prior knowledge in the field of precautionary and safeguarding, generation management or the management of the real estate portfolio are advantageous, but not mandatory. Consultancy skills: A strong customer orientation and communication strength are what makes it easy for you to build long-term and trusted customer relationships. You bring a high level of empathy and a good sense of the special, individual needs and long-term goals of your customers and can develop tailor-made solutions. It is also easy for you to convey complicated facts easily and understandably at eye level Sales and earnings orientation: You are enjoying the distribution of financial products and you are happy to achieve goals with commitment, initiative and close cooperation with colleagues from the sales team, specialists and other departments Identification with cooperative values: You are a self-confident, dynamic personality and motivated to best represent our bank with your co-operative values by your appearance
Onboarding and qualification: Your growth is our goal! You can expect a well-founded integration as well as a variety of support options to build the necessary “Sparda know-how” as quickly as possible and to experience it as a competent partner for your customers. We will continue to develop your previous knowledge and knowledge in the field of preventive care & protection, generation management or the management of the real estate portfolio together and systematically with the help of an individual development plan and corresponding training modules Career: With a high level of learning and the willingness to continue working in the world of a holistic customer advice, you will also bring the prerequisite to go the next career step with us for the position of the senior employee advisor for the upscale private customer segment. Compensation / Social benefits: We offer tariff compensation and other social benefits such as asset-effective benefits, occupational pensions and a 13. Monthly content Successes that are worthwhile: In addition to the collective remuneration, we offer you exciting sales competitions where you can achieve attractive team and single premiums in addition to the collective wage. Your successes are double! Team spirit: As a cooperative bank, we are particularly distinguished by an open and value-adding corporate culture and a family working atmosphere. We work together across the hierarchy levels and support each other Your contribution counts: From the first day you are a fully-fledged member of the Sparda family, can quickly work independently and independently and make a real contribution to the success of the bank with your commitment Work-life balance: Your well-being and a healthy balance are important to us. You benefit from flexible working time models with sliding time, a long-term account and 32 holiday days a year Mobility: We provide a convenient and sustainable way of working. Whether with the free Deutschlandticket and/or the Jobrad. Since our locations are very central, you are well connected to public transport Additional benefits: We also offer you comprehensive health management, numerous employee conditions and discounts, unforgettable events and much more. .
Location
![]() | Sparda-Bank Nürnberg eG | |
| 90471 Nürnberg | ||
| Germany |
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