Investment Advisors / Investment Advisors Private Clients (m/f/d)

Our co-operative tradition is based on the principle “What one does not create, that many create” – and we adhere to it! We offer a modern and safe working environment, innovative solutions and space for new ideas. Our values – fairness, simplicity, community and responsibility – shape our daily actions. Together we shape such a successful future. Do you want to introduce your expertise in a modern and safe working environment with real development perspectives? Then this is your chance – we will stop our team in investment consulting. In Koblenz, Trier, Bad Kreuznach and various locations in the Palatinate we are looking for investment professionals (m⁠/⁠w⁠/⁠d) who find the right investment and investment strategies for our private customers! The position shall be filled in full-time or part-time.

Good investment and asset advice means accompanying people in the long term – strategic, predictive and always with the view for the big whole. We offer the opportunity to do exactly this: with real design space, great sales potential and as part of a team that focuses on cooperation and community. The main tasks include: Structured support and advice of our customers from the “Loaning Private Customers” segment on the topics Precaution, Asset Building and Erb Matters Development of asset structuring using in-house investment solutions as well as the products of our cooperation partners Union Investment, DZ Bank, Schwäbisch-Hall, DEVK and pro aurum Hybrid consulting approach: customer support in presence or digital.

Completed training to the bank clerk / to the bank clerk (IHK) Continuing training for banking specialist / for banking specialist, at best with a focus on private customer business Alternatively: Adviser passport of an educational institution recognised in the cooperative sector or at least equivalent certification You have a well-founded banking training, but so far little experience in investment consulting? Then we are also pleased to receive your application because we are happy to develop you and accompany you on the way to the investment professional (m⁠/⁠w⁠/⁠d).

In addition to a contract of employment in a safe, socially responsible traditional company and a value-adding relationship, you can expect us to: Compensation for collective agreements incl. 13th monthly salary, cash benefits and collective pension Variable, over-tariff shareholding in sales earnings Homeoffice option in combination with flexible working hours Financial support Banking and Business Administration (Frankfurt School), Time Value Accounts and the possibility of redeployment in leisure More Benefits are available at sparda-sw.de/jobs-and-jobs/services.html. The salary for the annual gross salary, including special tariff payment, profitsharing, asset-effective benefits and pension payments, is for this position between €58,000 and €84,000, depending on the qualification and relevant professional experience in the field. .