0Private Banking Consultancy in Munich (m/f/d)
Kreissparkasse München Starnberg Ebersberg | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 29.10.2026 on stepstone.de

Private Banking Consultancy in Munich (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Because it's about more than money. Your future at the Kreissparkasse. Mobile private customers? More development? We can. Your duties In the world of asset management you are home: Actively advise our private or commercial private banking customers in all areas of the investment. Because you can listen as well as advise – and the holistic and individual. How to accompany your customers in the analysis of total assets and develop a ...

Your tasks • Your profile • What we offer

Because it's about more than money. Your future at the Kreissparkasse. Mobile private customers? More development? We can. Your duties In the world of asset management you are home: Actively advise our private or commercial private banking customers in all areas of the investment. Because you can listen as well as advise – and the holistic and individual. This allows you to accompany your customers in the analysis of their overall assets and develop an individually tailored investment strategy. For your demanding customers, you are a competent and personal contact person in all asset issues. Depot analyses prepare professionally and regularly check the asset allocation. With your knowledge of global economic relationships and appropriate recommended products and strategies, you can convince new and long-term customers and quickly build a trusting relationship. What distinguishes you own sound banking knowledge as savings banks or bank business operators With your detailed knowledge of complex investment products, tax aspects and economic contexts convince You are already in financial optimisation today. With your sales talent and their target orientation, you contribute to the success of the team. Above all, you show yourself as a sympathetic, communicative and open minded personality. What you can look forward to is a strong financial basis: 13.8 monthly salaries, cash benefits up to 40 € per month and an employee-funded supplementary pension of 7.75 % of your gross salary. Flexibility & Time: 33 days holiday, Christmas Eve (24.12.) and New Year's Eve (31.12.) free of work, home office, variable working hours and an annual sabbatical of up to 20 working days. Health & Precaution: Wellpass for 29,90 € monthly and the employee-funded ZVS health protection as an additional health insurance with individual extension. Mobility: JobRad-Leasing and the Deutschland-Ticket (depending on the compensation group for €25.91 or €45.91). Meals: Up to 54 € monthly meal allowance for your meals. Exclusive leisure highlights: Our in-house swimming spot on Lake Starnberger, the holiday house in Jochberg as well as joint events such as summer festival and ski weekends. Career: Top training opportunities (including Frankfurt School or FOM) with participation in costs and freeing. Any questions? Feel free to contact Annette Jenster from the staff section at 089 23801 2606.

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Location

ava Kreissparkasse München Starnberg Ebersberg
80336  München
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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