Securities Portfolio Advisor (m/f/d) Individual Account Management, Private Banking and Corporate Clients

With a balance sheet total of around €12 billion, approx. 1,300 employees, and a corporate history spanning over 213 years, we are one of the largest and the oldest independent financial service institutions in our region. Measured by balance sheet total, Sparkasse Karlsruhe is the fifth-largest savings bank in Baden-Württemberg and ranks among the 25 largest savings banks in Germany. We impress our customers locally and digitally with individual advice and the best service. Our recipe for success? People. Proximity to our customers and our employees is our most important goal.

You will work in the Securities Advisory department and be assigned to the Securities Specialists / Securities Portfolio Advisor group. The group comprises, in addition to yourself and the management, two securities specialists and three further securities portfolio advisors, as well as a sales support employee. In your role, you will manage discretionary mandates within the scope of individual account management for the Private Banking and Corporate Clients departments.

Join Sparkasse Karlsruhe – become part of our team.

Responsibilities

• Acquisition of advisory mandates within the scope of individual account management in coordination with the respective primary advisor
• Proactive advising and development of investment proposals within the framework of the Sparkassen-AktivDepot
• Intensive support and development of securities strategies based on customer-specific information
• Intensification of the securities business
• Continuous monitoring of customer accounts
• Regular and detailed reporting to customers regarding account structure, performance, and asset development

Qualifications

• Banking business administrator (Bankbetriebswirt) or comparable qualification
• Willingness to successfully complete further training to become a certified portfolio advisor or comparable education in the short term
• Several years of successful advisory experience in the securities sector

Benefits

• A crisis-proof position with a strong regional employer
• As an employer bound by collective agreements, we apply the relevant collective agreement regulations of the TVöD-AT and the TVöD-BT-S.

Remuneration is according to pay group 10 + €200. The annual gross remuneration depends on experience and qualifications and ranges from approximately €64,600 to approximately €82,800 with 13.83 monthly salaries, including the maximum amount for capital-forming benefits.

• Possibility of a performance-related sales bonus
• Flexible working hours (without weekend work or late shifts)
• 32 vacation days (from 2027: 33 days) + paid time off on December 24th and December 31st
• Possibility of mobile working
• Company pension scheme
• Company health insurance
• Support for your professional training and further education
• Bicycle leasing
• 50% subsidy for the public transport ticket
• Further benefits on financial products as well as exclusive employee offers at top conditions via "corporate benefits" – employee discounts at over 1,500 shops

You can find further benefits on our homepage.

**Interested?**We look forward to receiving your application, stating your salary expectations (based on full-time employment) and your earliest possible start date. Please apply by October 31, 2026.

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