Sparkasse Neuwied | Germany | 56xxx Neuwied | Permanent position | Full time / Home office | Published since: 25.08.2026 on stepstone.de
Specialist Advisor Securities Private Banking | Foundations & Execution of Wills (m/f/d)
You live securities. We'll give you the stage for it. As a consultant for securities in private banking, you are our securities professional and savings partner – for our customers as well as for our consultants. You bring in your expertise, develop suitable investment strategies together with our customers and always have a look at what really fits the customer? Together with our cooperation partners, you build the field of competence foundations and testaments...
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Your tasks • Your profile • What we offer
You live securities. We'll give you the stage for it. As a consultant for securities in private banking, you are our securities professional and savings partner – for our customers as well as for our consultants. You bring in your expertise, develop suitable investment strategies together with our customers and always have a look at what really fits the customer? Together with our cooperation partners, you build the field of competence foundations and endowments and develop a sustainable consulting offer for wealthy private customers. In the long term, you are responsible for the value-paper-side support of the foundation assets within the Sparkasse Neuwied. In doing so, you combine conceptual work, network control and sophisticated asset management to provide holistic advice. Bewerbe Sie als Fachberater Personalbanking (m/w/d).
We for you: Workplace: unlimited + structured incorporation + diverse possibilities for development Remuneration: Collective employer by TVöD / TVöD-BT-S + 13. Additional pensions (such as pensions and supplementary sickness insurance) Holidays: 32 days + special holidays Work-Life: Mobile work + flexible working time models + operating sports Benefits: Employee discount + Jobrad + Massage on site + more Corporate culture: by you + open + team-oriented
You for us: Develop individual securities strategies: You develop tailor-made investment solutions for our private banking customers - tailored to goals, risk profile and living situation. Developing special topics with a wide view: Together with our cooperation partners, you will develop the fields of competence foundations and extensities of the will and form a challenging consulting offer for wealthy private customers. Passion for markets in consultation: You test the capital markets, analyze developments and make concrete recommendations for action. Building customer relationships with substance: You accompany customers in the long term as a trusted contact person in all issues relating to asset and securities. Private Banking actively shape: With your expert knowledge, you are impetus, developing ideas and bringing your know-how into the house as a security expert. Continuously review strategies: you analyze benchmarks, question developments and actively adapt portfolios with customers.
You fit very well with us if: you provide training to the bank merchant (m/w/d) or a comparable qualification and are safe at home in the securities and investment business. you have experience in advising investment and securities and using them competently with demanding customers. you combine sales strength with high consulting quality and build long-term, trusting customer relationships. you pursue capital markets with enthusiasm, can classify developments in a well-founded way and make clear recommendations. you develop individual investment strategies with pleasure and develop tailor-made solutions for different customer needs. you understand complex issues and take responsibility for demanding asset solutions.
The grouping of the advertised place is possible up to the pay group 11 TVöD. You don't meet all the requirements? No problem – let's get in touch! Just apply over the button below. In case of questions, Carsten Nafe, Department Director Private Banking (02631 806-4623), as well as Gerhard Grün, Division Director Corporate Control and Human Resources Management (02631 806-4605), are happy to be there for you. Discover the Sparkasse Neuwied as an employer, get to know our Benefits and learn more about our corporate culture. .
Location
![]() | Sparkasse Neuwied | |
| Hermannstr. 20, 56564 Neuwied | ||
| Germany |
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