logo
HAPEKO Deutschland GmbH | Germany | 50xxx, 33xxx, 51xxx Köln, Paderborn | Permanent position | Full time / Home office | Published since: 17.11.2025 on stepstone.de

Investment Advisor (Bank) for Institutional Clients (m/w/d)

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


Our client is a modern, regionally anchored bank with several locations in NRW. As a sustainable institute with clear values, it combines economic strength with social responsibility for many years. The bank maintains a wide range of customers, including many ecclesiastical, social and non-profit institutions and private customers.

With its focus on responsible action, cohesion and long-term stability, it is one of the largest value-oriented banks in Germany and offers employees like customers a special environment – professionally demanding, binding and human at the same time. We are now looking for a dedicated customer advisor (m/w/d) for institutional and ecclesiastical clients at the Paderborn or Cologne site. In this role, you take on the personal and professional advice of your firm customer group – with a focus on investment and securities business – and actively contribute to the development and maintenance of customer relationships. A motivated team on site as well as a strong headquarters will reliably support you in your tasks. HAPEKO is the first address for professionals and managers in Germany. Our activities focus on the creation of links between specialists and companies with suitable vacancies. HAPEKO is represented nationwide with more than 20 locations.

Your tasks • Your profile • What we offer

Our client is a modern, regionally anchored bank with several locations in NRW. As a sustainable institute with clear values, it combines economic strength with social responsibility for many years. The bank maintains a wide range of customers, including many ecclesiastical, social and non-profit institutions and private customers.

With its focus on responsible action, cohesion and long-term stability, it is one of the largest value-oriented banks in Germany and offers employees like customers a special environment – professionally demanding, binding and human at the same time. We are now looking for a dedicated customer advisor (m/w/d) for institutional and ecclesiastical clients at the Paderborn or Cologne site. In this role, you take on the personal and professional advice of your firm customer group – with a focus on investment and securities business – and actively contribute to the development and maintenance of customer relationships. A motivated team on site as well as a strong headquarters will reliably support you in your tasks. HAPEKO is the first address for professionals and managers in Germany. Our activities focus on the creation of links between specialists and companies with suitable vacancies. HAPEKO is represented nationwide with more than 20 locations. Active, need-oriented and holistic consulting of institutional and ecclesial customersQualified support in the passive and securities business, as well as in payment transactions and in the entire banking businessSic production of a professional processing of all customer requestsAnalysis of individual needs and development of sustainable financial solutionsExpansion of the existing network as well as the acquisition of new customersPlanning, agreement and execution of consulting appointments

Completed bank training, study or comparable qualification Experience in advising wealthy customers and/or sound knowledge in securities and liabilities Analytical thinking and sovereign appearance Impressed communication strength, final orientation and customer focus Teamability, good self-management and structured working

Varied and demanding work in a pleasant and future-oriented working environment Attractive remuneration by banking collective agreement (or AT) 39 hours week, 30 2 days of leave, occupational retirement Flexible and family-friendly working time models and a safe workplace Homeoffice possibility with 2-3 days per week Extensive Benefits: Deutschlandticket, Urban-Sports-Club, JobRad, Employee account, asset-effective services, etc. Very good transport links, attractive jobs, family and value-adding working atmosphere

Company location

Location

ava HAPEKO Deutschland GmbH
Köln, Paderborn
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.

For more information read the original ad

Permanent link to this ad

Ad Id