Kreissparkasse Ravensburg | Germany | 88xxx Leutkirch im Allgäu | Permanent position | Full time | Published since: 06.08.2026 on stepstone.de
Full-time investment advisor at the Leutkirch branch (m/f/d)
With a customer business volume of 12 billion. Euro, a balance sheet total of 6 billion. Euro and 750 employees are one of the major savings banks in Baden-Württemberg. We are market leaders in our economically strong region of Oberschwaben in both company and private customer business. We focus on people – our customers not only offer proximity, competence and tailor-made offers, but also absolute reliability. We are sponsors and facilitators for associations, events and initiatives that benefit all people in our region. This makes sense and strengthens our community. This makes it possible primarily for our dedicated employees. Therefore, as an attractive and strong employer, we also make a lot possible. Become a “Möglichmacher” and join our team as Senior Account Manager (m/w/d) .
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Your tasks • Your profile • What we offer
Individual, competent and demand-oriented consulting of a separate assigned asset base in all financial matters, in particular in investment consulting Precise transfer of our passive/active and service products (including LBS, SV and DEKA) Active customer response and acquisition of new customers Successful implementation and fulfilment of the objectives defined in sales planning
Your qualification: completed training to/from a bank merchant or comparable qualification; ideally, it is already possible to complete the course of the course of the job-accompanied training as part of the job-accompanied training. Your experience / know-how: Experience in the field of customer consulting, preferably in the banking or financial services/private customer sector, sound knowledge of savings banks financial products and services Your personality: Embossed sales affinity and customer/service orientation, independent operation and high level of communication strength, team capacity and flexibility in the appointment agreement (also outside opening hours)
Remuneration after TVöD-S (13.8 salaries) plus optional special payments Benefits and pensions (ZVK) 39 week, 32 days holiday plus special holidays Attractive further and further training opportunities as well as study funding Travel costs grant or grant to the Deutschlandticket Extensive Health Management Wellpass Special conditions for our products and our partners Operating restaurant in Ravensburg or food grant Offer of childcare by qualified partners during school holidays Various other benefits, social benefits, employee discounts, events, etc. .
Location
 | Kreissparkasse Ravensburg | |
| 88299 Leutkirch im Allgäu | ||
| Germany |
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