Sparkasse Holstein | Germany | 23xxx Bad Oldesloe | Permanent position | Full time / Home office | Published since: 03.03.2026 on stepstone.de
Portfolio Management Consultant (m/f/d)
The Sparkasse Holstein, together with its subsidiaries, the S-Immobiliengesellschaft Holstein mbH & Co. KG and the S-International Schleswig-Holstein GmbH & Co. KG, is a powerful financial service provider with a balance sheet total of over 9 billion. Euro and around 1,000 employees – a company that is fit for the future. Our goal is to improve the life of our over 250,000 customers. From Hamburg to Fehmarn. Today and in the future. We are a powerful dedicated team. As one of the major employers in the northern metropolitan region of Hamburg, we take responsibility and go modern with time. Diversity and self-responsibility are raised with us and we only achieve success together. Are you looking for customers, team spirit, performance and maritime life in our region? Then come to us aboard! To strengthen our team at our location in Bad Oldesloe, we are looking for a portfolio management consultant (m/w/d). .
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Your tasks • Your profile • What we offer
Personal and demand-oriented support of our wealthy customers in the investment facility (e.g. active response to relocations or relocations) Portfolio optimization Comprehensive analysis of securities portfolios Intensification and expansion of existing customer connections acquisition of new customers
A successfully completed further training on the bank or savings banks a comparable qualification is desirable. You have several years of professional experience and achievements in the care and acquisition of wealthy private customers. In times of “innovative change” you can present our wealthy customers with forward-looking solutions. You have fun building a network from Hamburg to Fehmarn or bringing one.
A sustainable company that thinks boldly forward Fresh Wind: a savings bank in a break Performance-oriented, over-tariff remuneration and occupational pension provision Individual staff development and career opportunities Innovative corporate culture Room for co-design Courage to mistakes Possibility of mobile work Flexible working hours Colleagues with know-how and desire for change Safe workplace in the region Modern Benefits, e.g. Jobrad, Germany Ticket as a Jobticket Family-friendly, e.g. free children's emergency care Team spirit – not only in our various operating sports groups
Location
 | Sparkasse Holstein | |
| 23843 Bad Oldesloe | ||
| Germany |
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