0Senior Advisor Individual Investment Advisory - Private Banking (m/f/d)
Hamburger Sparkasse | Germany | 22xxx, 21xxx, 20xxx Hamburg | Permanent position | Part time - flexible / Full time | Published since: 30.05.2026 on stepstone.de

Senior Advisor Individual Investment Advisory - Private Banking (m/f/d)

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


Your tasks • Your profile • What we offer

We are looking for you Senior Consultant (m/w/d) Corporate Accounting City: Hamburg Experience: Professional indefinite Full time / if necessary Parttime Our portfolio management is the heart of our investment policy in private banking. We are responsible for the strategic orientation and customer implementation in the respective fund and securities mandates. Our dedicated team currently maintains a volume of 3.6 billion. Euro - and we have a clear goal: to expand this growth successfully in the coming years. Your job Strategic advice: Contact person:in all questions about individual asset management and portfolio management Joint customer support: Support of Private Banking Relationship Manager in complex customer talks as well as support of own customer mandates and representations Solution development: Creating sound investment proposals taking into account the complexity of markets and products and their understandable presentation and explanation of our customers: Growth promotion: Structured use of our products and services as well as active support of the Relationsip Manager at the new customer acquisition and the extension of the mandate Quality assurance: Sustainable assurance and compliance with our high quality and service standards in individual asset consulting Your profile Complete Master's degree with mathematical, business or economic focus ideally complemented by a Chartered Financial Analyst (CFA) or Certified International Investment Analyst (CIIA) certification Extensive experience in securities consulting as well as many years of knowledge in capital market analysis and the formulation of investment ideas Multiannual experience in the specialized care and acquisition of Private Banking customers:inside and a profound understanding of economic relations High customer and sales orientation combined with excellent analytical, conceptual and solution-oriented skills Embossed empathy and excellent skills in targeted communication Your Benefits Flexible holiday design: 30 days holiday + 24th and 31st 12th free and the possibility to increase the annual holiday to 36 days Remuneration: 13.66 Salaries, variable remuneration, asset-effective benefits, other social benefits and holiday savings Our Mindset: Networking, Trust, Responsibility, Teampirit, Duzkultur, Living Diversity IT-Equipment: Apple Package - iPad Pro with Magic Key keyboard, Apple Pencil and Apple Airpods (also for private use) Continuing training: extensive technical and methodological training, hospitations, mentoring You can find more about us as an employer here. We are the bank for all hamburgers: inside and 1.5 million. Kund: inside give us their trust. Our 4,500 employees and 430 trainees bring people together and help them beyond financial questions. Because we are engaged in many non-profit initiatives and facilities in the district - and make Hamburg even more liveable. Please apply with your meaningful application including your salary presentation and the possible date of entry in our online portal. Questions about the written position will be answered to you

Matthias Can Telephone: 0151 / 16852074 Email matthias.kann@haspa.de

For more information on Haspa, visit www.haspa.de

Location

ava Hamburger Sparkasse
20354  Hamburg
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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