Frankfurter Sparkasse | Germany | 60xxx, 65xxx Frankfurt am Main | Permanent position | Part time - flexible / Full time / Home office | Published since: 26.02.2026 on stepstone.de
Product Specialist Foundation and Estate Management (m/f/d)
As one of the largest German savings banks, we have enjoyed the trust of our customers in the Rhine-Main metropolitan region for more than 200 years. We interlink grounded tradition and digital banking – in a working environment where team orientation is one of the central values. Each employee and every employee is a decisive part of our success, which is characterised by openness and future orientation. Because it's about more than money. As an excellent employer, your Frankfurt savings bank has a lot to offer – a job that is fun, communicative and close to people in the region. We offer you an extremely exciting task area with daily alternating challenges – always at the heart of the time of our economy in the Rhine-Main area. The Frankfurter Sparkasse is one of the most popular employers in the region - with pleasant and excellent conditions. Product Specialist (m/d)
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Your tasks • Your profile • What we offer
You help to further expand and strengthen the leading position of the Frankfurt Sparkasse in foundation and estate management, in particular in a growing market You maintain the portfolio of existing customers and acquire new customers:inside for both services in foundation and estate management You provide responsible customers with asset transfers in existing or newly established foundations, both during their lifetimes and in the context of estate planning You are responsible for all relevant tasks in the execution and administration of the will You actively participate in promotional measures in foundation and estate management, including in creative ways
You have a completed university degree or a comparable qualification and therefore have business and economic knowledge. You are already certified for the execution of the will and in addition for the foundation consulting / the foundation management You have a well-founded knowledge of foundation consulting and all legally relevant foundations You have gained several years of experience in advising and supporting wealthy customers and gaining detailed knowledge of the money and capital investment products Funded knowledge of foundation, inheritance and tax law complete your profile
Work-Life-Balance: Flexible working time, 36 free days a year (additional: 24.12 and 31.12) and – depending on the task area – the possibility of mobile work Performance & Compensation: Attractive payment with 13 salaries and variable remuneration, plus a discounted Germany ticket and a grant for JobRad leasing Financial Extras: Asset-effective benefits and an occupational pension scheme Health & well-being: discounts in gyms as well as other attractive corporate benefits via our staff portal Boarding: Affirmed lunch in the restaurant or Pluxee-Essens-checks for our shop staff Family & Social: Grant to childcare costs and support in the reconciliation of work and family Continuing education & development: support for specialist and leadership careers, wide range of seminars
Location
 | Frankfurter Sparkasse | |
| Neue Mainzer Str. 47 - 53, 60311 Frankfurt am Main | ||
| Germany |
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