MERKUR PRIVATBANK | Germany | 97xxx Hammelburg | Permanent position | Full time / Home office | Published since: 06.12.2025 on stepstone.de
Bank clerk Asset management & portfolio management (m/f/d)
The MERKUR PRIVATBANK KGaA, based in Munich, is the only German bank that is also owner-managed and listed on the stock exchange. With a balance sheet total of well 3.8 billion EUR is one of the largest owner-managed monetary houses in Germany. Since 2005, the MERKUR PRIVATBANK has been led by Dr. Marcus Lingel as a personally liable partner. Our around 490 employees are engaged in high expertise and sound consulting in the business areas of asset management and financing (for building companies, leasing companies, the middle class and real estate investors) as well as in pension trading for our customers. What distinguishes us? Independence, partnership cooperation, lived entrepreneurship with hand-impact and a long-term thinking for the benefit of our customers have always shaped our medium-sized company. For our team asset management, we are looking for a
Take advantage of your chance of a responsible and varied activity in a successful, future-oriented company. Become part of our team and shape the future with us! !
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Your tasks • Your profile • What we offer
Process optimization: You initiate improvements in existing processes around asset management, with the aim of scalable processes and technical simplifications – in close cooperation with the team and adjacent departments. System support: You take responsibility for the technical support of internal systems and our asset management tool. Contact: You are available to our branches as competent contact person in the field of administration, reporting and accounting of asset management. Day business: You process day-to-day tasks, such as data imports, and are responsible for opening and closing mandates in the area of asset management. Portfolio management: You actively support portfolio management in the further development of our asset management offers and understand the functioning of a modern portfolio management system. Regulatorics: You deal with regulatory requirements and are able to translate them into operational processes.
Education: Completed training to the bank merchant/wife, ideally with well-founded practical experience in securities business Professional experience: experience as a private or asset customer advisor or in a staff unit focusing on securities business, linked to the motivation to take on new challenges in a versatile staff function Technical understanding: Embossed technical understanding and affinity for complex relationships Process thinking: the joy of project work and the continuous optimization and digitization of processes Working method: Analytical, proactive, structured and independent Team spirit: High level of team capability and strong communication strength
Extract from our incentives/social benefits: Flexible working hours Expenditure of the ÖPNV Occupational pension (BVV) Mobile work Education Corporate Benefits (Shopping Portal) Cycling and IT leasing Grants Childcare Attractive employee conditions
If you want to bring your previous experience into a future-oriented company with above-average social benefits, modern work spaces and a good working environment, we look forward to your meaningful application documents. Please send us a letter, your resume and your salary presentation. .
Location
 | MERKUR PRIVATBANK | |
| 97762 Hammelburg | ||
| Germany |
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