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Financial Advisor for Private Customers

vor 2 Monaten


Hanau, Hessen, Deutschland Kreissparkasse Gelnhausen Vollzeit

Welcome to our team at Kreissparkasse Gelnhausen

We offer an exciting and varied job in a dynamic environment. Comprehensive training and further education concepts as well as a modern workplace equipment. An appropriate and performance-related remuneration (TVöD), additional salary component through the Sparkassen special payment (SSZ). Family-friendly working time models, flexible working hours and days off. In addition, a variety of additional social benefits such as company pension scheme, supplementary health insurance, occupational disability insurance with employer participation, group accident insurance, additional pension fund, capital-forming benefits, JobRad leasing, company sports groups, free drinks and attractive discounts at our network and business partners.

**Key Responsibilities:**

  • Active advising and selling based on the Sparkassen financial concept
  • Consultation process in investment advice
  • Advising assigned private customers
  • Selling standardized products
  • Securities advice in accordance with WpHG competence
  • Identification of customer potentials; Involvement of specialists; Referral to competence centers
  • Analysis of customer relationships and development of individual solutions involving all Sparkassen and network products (Cross-Selling)
  • Acquisition of new customers

**Required Qualifications:**

  • Completed training as a bank clerk
  • Sparkassen/Bank specialist or a comparable qualification
  • Experience in personal customer advisory
  • Good IT user knowledge

**Profile of Requirements:**

  • Good communication and rhetorical skills
  • Strong team orientation
  • High resilience and service mentality
  • You have a winning demeanor and inspire our customers