0Private Banking Advisors (m/f/d)
Kreissparkasse Heidenheim | Germany | 89xxx Heidenheim an der Brenz | Permanent position | Full time | Published since: 26.01.2026 on stepstone.de

Private Banking Advisors (m/f/d)

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


As a sales-oriented savings bank with a balance sheet total of around 2.5 billion. Euro, 15 branches and around 330 employees are market leaders in our business area, the Heidenheim district.

We are looking for a full-time at the next possible time

Consultant (m/w/d) Private Banking. This is your field of action: They serve our private banking customers holistically and conduct demand-oriented strategy and policy discussions. Here you accompany them professionally b...

Your tasks • Your profile • What we offer

As a sales-oriented savings bank with a balance sheet total of around 2.5 billion. Euro, 15 branches and around 330 employees are market leaders in our business area, the Heidenheim district.

We are looking for a full-time at the next possible time

Consultant (m/w/d) Private Banking. This is your field of action: You serve our private banking customers holistically and conduct demand-oriented strategy and principle talks. You will accompany them professionally in the structured asset and succession planning (generation management) and provide them with advice in the field of foundation management. You develop customer-specific solutions based on individual customer needs. You intensify existing customer relationships and acquire new customers through active consultation and recommendation management. You work in partnership and successfully with our in-house specialists and partners, for example on the topics of generation management, sales management and real estate management. You perform representation tasks in the social environment of our customers.

This is what distinguishes you: You have further qualified as a savings bank or bank business manager (m/w/d) or have successfully completed an economic study. You are a competent sales force with experience in all areas of customer care, in particular in the qualified consulting of wealthy customers. You ideally have well-founded knowledge in asset and succession planning. You have communication strength and sales initiative as well as exceptional negotiating skills and enforcement capability. You are characterized by their analytical thinking and judgment as well as their distinct market expertise.

This is what you expect: Compensation: In addition to an unlimited employment contract and an operating pension (ZVK) and asset-effective services, you will receive attractive special payments. Work-Life-Balance: With a flexible working time model as well as 32 holiday days and 2 bank holidays (24.12. & 31.12.) we value the harmonious interaction of working and private life. Career: We offer you a wide range of development options for personal and professional training at the Sparkassenakademie. Freedom of design: We promote and demand independent work, creativity and initiative. We are pleased to include your ideas in the design of our work. Cohesion: We rely on cross-sectoral and functional teamwork to achieve the goals of our savings banks and create a pleasant working atmosphere. Additional services: We offer attractive discounts and additional services (e.g. JobRad, EGYM Wellpass, grant to the ÖPNV).

We are pleased to receive your application with your salary presentation at www.ksk-heidenheim.de/karriere. Mrs Salvasohn is available by phone at 07321/344-1525. .

Location

ava Kreissparkasse Heidenheim
89520  Heidenheim an der Brenz
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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