0Private client advisor with securities advice at the Pinneberg office (m/f/d)
VR Bank in Holstein eG | Germany | 25xxx Pinneberg | Permanent position | Full time | Published since: 17.09.2026 on stepstone.de

Private client advisor with securities advice at the Pinneberg office (m/f/d)

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


Your tasks • Your profile • What we offer

Company description

Welcome to the VR Bank in Holstein! Become part of our dedicated team of around 450 employees in 20 branches. We place great emphasis on individual advice and customer proximity for our 120,000 customers. As one of the largest employers in the region, we offer you modern staff development and individual training opportunities. Design the future of VR Bank in Holstein with us! If you are willing to focus on the goals and wishes of our customers in the sense of a sustainable customer satisfaction with an approach-based consulting concept, we will look for you to strengthen our team in Pinneberg as: Account Manager (m/w/d)

You can expect: Attractive remuneration: In addition to a tariff compensation with 13 salaries, 30 fixed holiday days, one day special holidays and two additional free days (24.12. and 31.12.) we offer you the opportunity to convert by vacation instead of money up to 6 additional holiday days. In addition, you can look forward to many additional benefits, such as occupational pensions, free accident insurance, job leasing, job ticket and free employee account. Flexible working hours Through sliding time and sliding days, we allow you to create a flexible working time. Team and corporate culture: communication, trust, change and appreciation are active elements in our cooperation. The collaboration in a motivated team with a varied activity as well as a variety of ways to bring your own ideas together continues to contribute to a good team collaboration. Onboarding & Learning: A structured onboarding and individual training offers accompany you on your way to us. Modern offices: A modern and attractive workplace with its own laptop and headset as well as free drinks are of course with us. Operational health management: We promote your health through investigations such as skin screening, eye examination, training in dealing with stress and more and offer you additional support in health issues in the professional and private sector through cooperation with the Fürstenberg Institute, BetterDoc and Medgate. These are your tasks: Ensuring customer satisfaction through high-quality and demand-oriented consulting of associated customers within the framework of the defined service offering, taking into account the objectives, priorities and activities defined in the sales planning Implementation of targeted and finalised consultations within the framework of defined competences Demand-oriented integration of specialists and/or partners Analysis of associated customer relationships with respect to profitability, potential and intensity of the business relationship penetration and further development of the associated customer base through systematic customer support using the consulting tools and also digital-personal sales channels Targeted and active scheduling for the associated customer stock taking into account the customer's wishes regarding the location and time of the consultation The enthusiasm of our customers of the possibilities of digital and digital personal banking and the responsibility of the expansion and expansion Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility Spatial mobility in representation cases We wish you: Senior Account Manager (m/w/d) Detection of expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV Consultancy and sales affinity with final orientation and detectable sales successes Experience in the regular preparation of audit-proof declarations of suitability targeted, structured functioning and analytical competence for potential-oriented market management Readiness to learn and develop, in particular openness to use new media

Could we please you? Then become part of us and work with our success! Send us your application. For this, your CV is sufficient with information on the earliest possible entry date as well as your salary presentation. Simon Eschweiler (tel.: 04101/501-1145) is available for queries. We look forward to your application!

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Location

ava VR Bank in Holstein eG
25421  Pinneberg
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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