Financial Consultants Catering to Wealthy Individual Clients with Substantial Assets
Sparkasse Altbayern, a significant regional economic factor and a strong financial partner, is seeking a dedicated professional to join their team as an advisor for wealthy private clients.
The role, open to candidates of all genders, offers an attractive working environment, individual career opportunities, and a work-life balance. Employees can expect health management, advantages of a public employer, and collective agreement working conditions.
Sparkasse Altbayern, formed through the merger of Sparkasse Neuburg-Rain and Sparkasse Aichach-Schrobenhausen on January 1, 2025, currently employs around 500 employees and operates from two main branches and 28 branches.
As an advisor, your tasks will involve providing holistic and trust-based advice to clients, expanding customer relationships, activating secondary bank relationships, identifying and utilizing potentials, and integrating specialists or partner companies when necessary.
To be considered for this role, candidates should have completed bank training and ideally have the bank or savings bank specialist qualification. Additionally, they should be customer and sales-oriented, service-minded, demonstrating initiative, excellent communication skills, and a positive charisma.
Candidates with experience in private customer consulting and who wish to continue their professional development are encouraged to apply. The employer offers job security, firm rooting in the business area, close proximity to the people, and a motivating and appreciative working environment.
For questions about the job advertisement, potential applicants can contact Mr. Marlon Dreier, Head of Retail Banking, at telephone number 08251 / 94 - 4201, or Mr. Thomas Stummer, Head of Board Secretariat and Human Resources, at telephone number 08251 / 94 - 4601.
Sparkasse Altbayern also actively promotes the professional and personal development of its employees. Offering internal and external further training opportunities, study alongside work, and an attractive employer-financed pension, the employer is committed to helping employees grow and succeed.
Moreover, the employer offers health courses, a company doctor, JobRad, and 33 vacation days, with the option for unpaid additional vacation. Mobile work and flexible working time models with flexitime are also available.
Despite extensive online research, there is no publicly available information about the current head of Retail Banking at Sparkasse Altbayern or their contact phone number. However, the employer's website contains more job listings, showcasing their commitment to growth and development.
Sparkasse Altbayern's balance sheet total is approximately 3.1 billion euros, reflecting its importance as a regional economic factor and a strong financial partner. The position at Sparkasse Altbayern offers an exciting opportunity for the right candidate to join a dynamic and supportive team.
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