SozialBank | Germany | 50xxx, 51xxx Hannover | Permanent position | Full time / Home office | Published since: 06.03.2026 on stepstone.de
Investment Solutions Expert - Hanover Region (m/f/d)
With our financial and service services, we want to promote the future of a social society together with our healthcare, social and educational customers. Our corporate culture is characterised by responsibility, diversity and an appreciation of one another. Bring your experiences and new ideas to us and develop in a meaningful activity. We look forward to your application! Location: Hannover | Homeoffice possible
* After clicking the Read more button, the original advert will open on our partner's website, where you can see the details of this vacancy and contact information. If you need a translation of this text, after returning to our website it will be prepared and you can read it by clicking the Show full translation button.
Your tasks • Your profile • What we offer
Acquisition & Customer Development: You gain new customers in the field of Investment Solutions, serve existing customers independently and use the direct customer contact on site for targeted business start-up. Consulting & Customer Care: You plan and conduct personal and digital customer appointments, advise on sustainable investment solutions and develop individual concepts for presentation and negotiation at eye level with the decision-makers of your customers. Cooperation & Networks: You work closely with our corporate customer consultants (m/w/d), product specialists (m/w/d) and specialist departments to develop holistic individual solutions/cross-selling pulses. In addition, build networks and represent the SocialBank at events, fairs and social media. Foundations & usefulness: You understand the special requirements of your non-profit customers and combine expert foundation advice with professional investment advice. Analysis & Sales Control: You recognize potential new customers through economic analyses, regularly check your customer portfolio and initiate measures in time to achieve your goals. Innovation & product development: You observe market trends and legal requirements, pass on important information to the product management team and actively work to further develop the offer of investment products.
Education and experience: You have a completed training as a bank clerk or a comparable training. Ideally, you already have experience as an investment consultant. In addition, you will have completed your studies in the (bank) business or economics sector – or you have corresponding practical experience. Qualifications in the securities business: Additional financial statements or further trainings are desirable, e.g. as a foundation advisor (m/w/d), consultant (m/w/d) for sustainable investments or a degree as CIIA Engagement and customer orientation: You have high commitment and work customer- and service-oriented. Working methods: You work independently, well organized and find solutions for challenges quickly. Analytical thinking and overview: You have a quick understanding, can easily arrange information and keep an overview of several topics at the same time.
Work with social responsibility: Become part of a specialty bank for the social and health sector, which has been working for the sustainable future of a social society for over 100 years. Compensation and supplementary benefits: You will receive an attractive salary according to the collective agreement of the Volks- and Raiffeisenbanks, supplemented by a 13th salary and a variable remuneration. In addition, you benefit from an occupational pension scheme, asset-effective services, a holiday allowance and a loyalty premium as a recognition of your long-term cooperation. Working time and flexibility: With us you can make your working time flexible and mobile – also from outside the EU (up to 10 days per year). In addition to 30 holiday days, you will benefit from 4 other work-free days. Our cooperation with FRÖBEL in selected cities helps you to arrange family and profession more easily. Growth and perspectives: We create space for your professional and personal development through regular feedback talks as well as a diverse range of internal seminars and professional training. Health and wellbeing: We grant your membership to the Urban Sports Club and provide you with consulting services from the AWO Life Balance as well as regular health actions such as eye examinations and influenza vaccinations. Mobility and equipment: We support your mobility with the possibility of service leasing. We also offer discounts for private mobile rates and the possibility to use your service handy privately. Modern working environment with best connection: Our central offices are equipped with ergonomics and excellent transport connections – for a pleasant and productive working day. .
Location
![]() | SozialBank | |
| 50668 Hannover | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
For more information read the original ad