Private Banking Advisor (m/f/d)

As Sparkasse Passau, we are the enabler for people and companies in the region. As advisors, guides, and a platform for all financial matters, we stand by our customers' side. This is our passion, this is our drive, and we are good and successful at it. We see ourselves as an anchor of stability and trust that our customers can rely on. Regionality and networks are crucial added values for us.

With our target vision for 2035, we have defined strategic directions for the future. Our approximately 550 colleagues embody how tradition and digital banking can complement each other optimally. At Sparkasse Passau, people and working together are at the center. A respectful approach is a matter of course in our corporate culture.

Responsibilities

• You holistically and individually advise your own client base in Private Banking on all financial matters.
• You accompany your clients long-term in analyzing their total assets within the family and corporate client network.
• You professionally prepare portfolio analyses and review asset allocation.
• Together with our specialists, you develop tailor-made solutions for complex financial and asset questions.
• With your knowledge of global economic contexts, you convince new and long-standing clients, identify potential, and build trusting relationships.
• As a representative (m/f/d) of our institution, you maintain a high-quality network and professionally represent Sparkasse Passau externally.

Qualifications

• A successfully completed banking apprenticeship and further qualification, such as a Sparkassen- or Bankbetriebswirt (Savings Bank or Bank Business Administrator), Financial Planner, or a comparable degree.
• Several years of experience in the qualified advice of demanding private clients.
• Extensive knowledge in securities and investment business, as well as a good understanding of business administration.
• A confident, self-assured demeanor, high consulting competence, and enjoyment in building long-term customer relationships.
• Entrepreneurial thinking, initiative, and strong customer orientation.

Benefits

• A responsible and varied role with a lot of creative freedom.
• Individual professional and personal development opportunities.
• An attractive salary according to TVöD with a performance component, additional social benefits, and a company pension plan.
• Flexible working hours and opportunities for mobile working.
• A collegial work environment with short decision-making processes and a appreciative corporate culture.
• A secure job with one of the most attractive employers in the region.

Interested? Then we look forward to receiving your online application via our career portal.