0Expert advice on generation management at Sparkasse Köln Bonn (m/f/d)
Sparkasse KölnBonn | Germany | 50xxx Köln | Permanent position | Part time - flexible / Full time / Home office | Published since: 13.05.2026 on stepstone.de

Expert advice on generation management at Sparkasse Köln Bonn (m/f/d)

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


Start – with your job at the Sparkasse KölnBonn.

As a savings bank we work in the region and for the region. We belong to Cologne and Bonn, like the people who live here. And that's exactly what makes our culture. We not only take care of the finances of our customers, but also engage in non-profit projects, social initiatives and real diversity. Around 3,500 colleagues are already part of our team and design with their ...

Your tasks • Your profile • What we offer

Start – with your job at the Sparkasse KölnBonn.

As a savings bank we work in the region and for the region. We belong to Cologne and Bonn, like the people who live here. And that's exactly what makes our culture. We not only take care of the finances of our customers, but also engage in non-profit projects, social initiatives and real diversity. Around 3,500 colleagues are already part of our team and are involved in the future of Sparkasse KölnBonn and our cities with their work every day.

Future needs responsibility – and you!

As part of the private banking, the team accompanies generation management in the Sparkasse KölnBonn high-capacity customers in the private and corporate customer business with regard to the regulation of private asset succession. We are dealing with the topics of attorneys, patient orders, lively donations, testaments, foundation reflections and executing the will.

Your tasks – we will inspire you Software-assisted consulting of customers in the topic Generation Management (determination, presentation of design options, development of a customer solution, implementation by external partners accompanying) Acquisition of Extent and Foundation Man Data Own-responsible execution of wills, supported by our TV assistant Construction and maintenance of a network – in particular on notaries, tax advisors, lawyers and colleagues in other savings banks

Your profile – this is how you inspire us You have a successfully completed subject-specific training (generation consulting, Estate Planner, legal studies or a comparable qualification). You bring experience in consulting on private succession and ideally also the succession of the company. Experiences with extinctions of the will are of advantage. You have pronounced social skills, empathy and a high service orientation. You enjoy dealing with people and you like to exchange yourself in the team. Collegality is important to you. You are characterized by an above-average analytical thinking capacity and you like to move in legal and tax matters.

A job – many extras Your job. Your life. We provide balance – with flexible working hours, time recording and sliding time as well as mobile work, 32 holiday days and the option for additional holiday days. You can afford it! With our attractive remuneration – you get up to 14 salaries per year according to the public service collective agreement (TVöD). You think about tomorrow? We support you with asset-effective services, occupational retirement and strong health management. You want to go up? This will help you – we offer you a wide range of possibilities for personal, professional and methodological training. Diversity and opportunities for all employees are particularly important to us. Your job. Your ticket. We're going to make you mobile – you're coming around with our job extras. Whether a job ticket, a German ticket or a bike lease. You want more? This is possible with us – look forward to unforgettable employee events and benefit from attractive employee conditions as well as numerous benefits for various products and services, even outside the Sparkasse.

More variety. More chances. More you. In our culture we focus on equal opportunities and diversity. Regardless of gender, origin or impairment, we promote the potential development of all employees. Part-time, job sharing or individual adjustments? Let's talk about it! Together we create solutions for a colourful and inclusive working world, with a focus on women in specialist and leadership careers.

Ready for the next step? Would you like to have a job with a award-winning employer? Then we should get to know each other. Apply now online by clicking on the button below as a consultant/in private banking at the Sparkasse KölnBonn. We look forward to meeting you.

You've been curious, have you any questions? For more information, please visit www.sparkasse-koelnbonn.de/karriere or by phone (Personalberatung) Laura Damm, 0221-226 52764, laura.damm@sparkasse-koelnbonn.de.

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Location

ava Sparkasse KölnBonn
50829  Köln
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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