Workwise GmbH | Germany | 30xxx Pattensen | Permanent position | Full time / Home office | Published since: 17.03.2026 on stepstone.de
Private Banking Advisor - Securities / Pensions / NAVIGATO (m/f/d)
We are one of the largest cooperative banks in northern Germany. Since our foundation in 1873 in Lehrte, we have developed into an important partner for private and business customers in the region. With over 100,000 customers and a balance sheet total of over 2.8 billion euros, we offer a wide range of financial services.
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Your tasks • Your profile • What we offer
You are responsible for our private banking customers:involved in the securities and pension business on the topics of investment funds, certificates and asset management and pension insurance You analyze the assets of existing customers: holistic, optimise the portfolios and advise on demand You conduct strategy talks through NAVIGATO and win new customers: inside and out You work closely with the company's customer service providers:inside, the product specialists will draw, if necessary:in the group and will lead to the consulting team You actively participate in the network of our bank and perform representative tasks in this context.
You have completed a training as a banker (m/w/d) with specialist training (e.g. economics studies, banker, banker) You have a qualification for consulting financial instruments of risk class III or higher (e.g. VR-BeraterPass private customer advice of the GenoAkademie) You bring several years of professional experience in the holistic care of private customers: You are characterized by a safe occurrence and pronounced communication skills and have a high targeting and decision-making reliability You are a dedicated personality who is willing to take responsibility, are happy to work independently and have a high market and customer orientation
Value orientation: Work in a regional cooperative bank with shared values Flexibility: We support the reconciliation of work and private life through flexible working hours and possibilities for mobile work Attractive remuneration: You will receive 13 salaries and full asset benefits Mobility & flexibility: With our grant to the Deutschlandticket as a job ticket, you are on the move flexibly and sustainably across Germany – both professionally and privately Recreation: Enjoy 30 days of vacation plus two additional bank holidays as well as the possibility to convert parts of your fee into additional leisure time For your well-being: Benefit from our anonymous psychological counselling offer to support your mental health – in every situation Your future is thought to be: Benefit in the long term, among other things, from a life-time account and our occupational retirement provision
Location
 | Workwise GmbH | |
| 30982 Pattensen | ||
| Germany |
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