Professional advisors specializing in private banking services for male, female, and diverse individuals.
Kreissparkasse Miesbach-Tegernsee, a district savings bank with a balance sheet of 2.5 billion euros and a workforce of around 320 people, is currently seeking a dynamic and skilled individual for a Relationship Manager role.
The successful candidate will be tasked with developing high-quality strategies with a focus on asset accumulation, optimization, and generational management. This role requires strong communication skills, sales initiative, exceptional negotiation skills, assertiveness, and a high degree of flexibility.
In this role, the candidate will cultivate excellent customer relationships and act as an ambassador for the bank. They will acquire new customers through active use of recommendation management and proactive customer acquisition. The candidate will work collaboratively with in-house specialists and partner institutions, and may co-manage corporate customers.
The position offers individual professional development and career opportunities. Personal and professional development is a shared goal at Kreissparkasse Miesbach-Tegernsee. The bank values openness to topics in the areas of transformation and digital change and encourages participation in corresponding projects.
The work environment is characterized by fair treatment, expertise in the field, flat hierarchies, and a collegial, open atmosphere. The role offers comprehensive onboarding for a smooth start, and additional benefits include a company pension, capital-forming benefits, free parking, flexible and family-friendly hours, mobile work options, and 32 days of leave.
The ideal candidate has successfully completed a bank apprenticeship and has relevant experience in sales across all areas of customer care, particularly in the qualified advice of wealthy customers. They should possess strong analytical and problem-solving abilities, proficiency in financial products and services, and the ability to build and maintain long-term relationships with clients.
A bachelor's degree in finance, business administration, or a related field, and significant experience in banking or a similar industry, with a focus on relationship management, are typically required for such a position. For specific requirements, it would be best to consult the official job listing or contact Kreissparkasse Miesbach-Tegernsee directly.
Remuneration is based on the Sparkasse Tariff, according to the candidate's professional and personal qualifications. The candidate will be granted entrepreneurial freedom to achieve much and contribute expertise responsibly and independently.
For questions and information, contact Kristina Schwabl at the provided contact details. The Kreissparkasse Miesbach-Tegernsee's imprint is available for reference. The bank offers stability, space for ideas, and the opportunity to actively shape change. Join Kreissparkasse Miesbach-Tegernsee and contribute to its continued success!
The successful candidate, with a background in finance or business administration, will leverage their relationship management skills to develop strategies for asset accumulation and optimization, while expanding the bank's clientele through proactive acquisition methods. In alignment with the bank's values, they will foster strong relationships with customers, collaborate with in-house specialists, and have the potential to co-manage corporate clients. This role offers opportunities for personal and professional growth, as well as a supportive work environment that encourages participation in digital transformation projects.
