Investment Specialist - Your Financial Partner
We stand for the promotion of our members and the strengthening of our region as a cooperative bank. In Eastern Bavaria, we are a reliable partner for private customers and accompany them with expertise and heart through all financial matters.
We are more than just a bank – we are your bank. Here, tradition meets innovation and we also shape our working environment accordingly: familiar, modern and open to new ideas. Our values – fair, simple and performance-oriented but also sympathetic and community-oriented – form everything we do.
To support our team in the Weiden branch, we are currently looking for an investment specialist (m/w/d).
* You will advise and care for our new and existing customers individually and need-based primarily in the area of investment and old-age provision.
* You will actively use standardized consultation processes and services.
* You will work closely with partners to offer our customers a diverse portfolio of products.
* You will develop individual and need-based sustainable investment strategies for our customers.
* You will further develop existing customer relationships and secure them through regular contact maintenance.
You...
* hold a completed education as a banker (m/w/d) with subsequent training as a certified financial advisor (m/w/d) or similar qualification.
* You have experience in investment consulting.
* You understand how to build a trusting and long-term relationship with our customers through your friendly, communicative and convincing nature.
* You find suitable financial solutions both for the customer and the bank due to your customer- and solution-oriented way of thinking as well as your negotiation skills.
* You remain calm in stressful situations, work consistently on the right priorities and appear competent and sympathetic to our customers.
Financial benefits:
We offer you an attractive remuneration according to Sparda-Bank tariff with 13 monthly salaries, pension contributions and employer-financed old-age provision.
Work-Life-Balance:
Enjoy 30 days of vacation plus January 24th and December 31st off, special leave days, flexible working hours for optimal family and professional arrangements and mobile work with individualization. With a time value account or sabbatical, you can still make more decisions yourself.
Personal development:
With our seminars and further training, we create clear future prospects.
Benefits:
We offer attractive additional benefits such as job bike, contribution to the Germany ticket of €49, discounted bank products and much more.