Financial Advisor / Banker Private Clients - Nuremberg Metropolitan Region (m/f/d)

Company description

Welcome to the Sparda-Bank Nuremberg eG! – We are the most important cooperative bank in North Bavaria with a balance sheet total of 5.5 billion. EUR and has been working successfully in our region for 95 years. In addition to our social responsibility or our sustainability claim, our bank with more than 380 employees has a trusted partnership with our customers. With our clear focus on the needs of our members, we offer tailor-made solutions for all phases of their financial life and holistic advice. We are convinced that excellent, fair and above all personal customer advice is the key to long-term, reliable relationships and satisfied members. For this reason, we are looking for you as an asset advisor - private customers (m/w/d) for our locations in the metropolitan region of Nuremberg.

Your tasks: Customer-oriented advice: We focus on the customer! You are the one who best knows the needs and wishes of the private customers directly assigned to you. With your trained gaze, you will discover potentials, show opportunities and help your customers take advantage of the best opportunities for their financial future and offer them individual, tailor-made solutions Holistic financial advice: For your customers, you develop tailor-made financial strategies that suit your life situation. You provide comprehensive advice on all aspects of our product portfolio – from asset planning to standardized financing and building-saving solutions to liquidity management. You are not only a financial expert, but also a first contact person when it comes to topics such as prevention, security and generation management. In addition, you recognize needs around the real estate portfolio of your customers and develop needs-oriented strategies Construction and maintenance of customer relationships: Your strength is to build trusting and long-term relationships with your customers. Through your regular, proactive support and portfolio audits, you will ensure their financial future and adapt their strategies to new market or life situations. At the same time, you are actively working to attract new customers and thus support the growth of the bank Teamwork for customer success: With us you are not alone – you work hand in hand with colleagues from the sales team, specialists and other departments to provide your customers with a comprehensive, well-founded advice and support

Your profile: Education: You have successfully completed a training in the banking or financial sector (e.g. as a banking businessman/wife) or an economic study or Training with a focus on finance or banking Professional experience: You already have relevant experience in asset consulting for private customers in a bank or a financial service company, ideally with first experience in consulting with a holistic approach Expertise: You have comprehensive knowledge in the business field of asset management and liquidity management and see you as a competent contact person for your private customers. Prior knowledge in the field of precautionary and safeguarding, generation management or the management of the real estate portfolio are advantageous, but not mandatory. Consultancy skills: A strong customer orientation and communication strength are what makes it easy for you to build long-term and trusted customer relationships. You bring a high level of empathy and a good sense of the special, individual needs and long-term goals of your customers and can develop tailor-made solutions. It is also easy for you to convey complicated facts easily and understandably at eye level Sales and earnings orientation: You are enjoying the distribution of financial products and you are happy to achieve goals with commitment, initiative and close cooperation with colleagues from the sales team, specialists and other departments Identification with cooperative values: You are a self-confident, dynamic personality and motivated to best represent our bank with your co-operative values by your appearance

Our offer: Onboarding & Qualification: You start with a structured work-in and get exactly the support you need to get to the Sparda everyday quickly. Career: You want to achieve more? With your commitment and willingness to learn, we offer you a lot of opportunities – for example the next step as a senior asset advisor: in the upscale private customer segment. Remuneration & Benefits: Collective salary, asset-effective benefits, occupational pensions, 13th monthly salary and attractive premiums for special successes. Team spirit: We live an open, valuable and trusting cooperation with a pronounced du-culture across all hierarchical levels. Work-Life Balance: Flexible working hours, sliding time, long-term account and 30 holiday days + 2 bank holidays (Heiligabend & New Year's Eve) ensure the right balance. Mobility & Extras: Free Deutschlandticket, Jobrad as well as health services, employee benefits and joint events. You can find more detailed information on this as an employer - more than just salary! This job offer is aimed at all interested parties regardless of race, ethnic origin, sex, religion, age, sexual identity or a disability not relevant to the exercise of the job. Unless expressly stated otherwise, both full-time and part-time employees may feel addressed. In the case of the same qualification and suitability, internal applicants are preferred in the occupation of the job.

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