Asset Advisor (m/f/d)

Sparkasse Schaumburg is one of the leading financial service providers in the region and offers comprehensive consulting and financing services. With a balance sheet total of approx. 3.0 billion euros and 19 branches, we are the market leader in our business area. We want to further expand this position with our approximately 400 motivated employees.

• Active, qualified, holistic consulting and support of the assigned customer segment in all financial concept needs, including related product sales
• Independent consulting of the customer base with active contact management and active acquisition of new customers
• Implementation of consulting logic and consulting standards, including analysis tools
• Continuous maintenance and expansion of customer relationships by creating a trusting atmosphere for discussion
• Implementation of defined process and quality standards

• Completed apprenticeship as a bank clerk or a comparable qualification, ideally completed further training as a Sparkassenfachwirt/-in (Savings Bank Specialist)
• Relevant and in-depth technical knowledge in private customer business
• Experience in holistic consulting - ideally already with wealthy private clients
• High level of commitment and success orientation
• Good and sustainable sales success
• Structured, independent way of working and strong communication skills

• An interesting, responsible, and very diverse role.
• A permanent employment contract, performance-related remuneration according to TVöD-S including savings bank special payment, extensive social benefits, an employer-financed company pension plan, and performance-related compensation.
• Flexibility: With us, you shape your working hours so that professional and private life can be well balanced.
• Part-time: In principle, all positions are suitable for part-time work. You can decide on your weekly working hours yourself and adapt them to your personal needs.
• Location guarantee: Transfer to Munich, for example? Not with us – the Schaumburg district is our business area.
• Mobile working: Depending on your tasks, you can work remotely with us from time to time.
• Vacation: You can look forward to 32 vacation days (from 2027, 33 days!) – Christmas Eve and New Year's Eve are also free. This is not enough for you? Then simply convert part of your income into additional free time.
• A job with an employer who is committed to society and culture in our beautiful Schaumburg region.
• And what else? Diverse further training opportunities, bicycle leasing, modern health management (including company health protection, company doctor, Hansefit, and voiio), free birthday afternoon, and attractive employee conditions.

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