Fact Talents GmbH | Germany | 83xxx Gmund am Tegernsee | Permanent position | Part time - flexible / Full time / Home office | Published since: 14.08.2026 on stepstone.de
Credit advisor / Investment advisor (m/f/d)
On behalf of a successful and regionally established credit institution in the Tegernseer Valley, we are looking for reinforcement for customer advice. Depending on the experience and personal orientation, you assume a position as a credit consultant or investment advisor (m/w/d). You do not have to cover both areas, but can apply specifically to the focus that matches your profile. In both areas, you take over an existing customer base and continue to expand long-term, personal customer relationships. The name of the employer is initially treated confidentially and communicated to you in personal exchange.
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Your tasks • Your profile • What we offer
Focus on credit consulting Support and advice of an existing customer base Development of individual credit and financing solutions Advice from private customers and, depending on experience, commercial customers Analysis of economic conditions and financing needs Examination and preparation of credit applications Accompanying customers from the initial call to the conclusion of the contract Cooperation with credit management and internal specialists Focus on investment consulting Care and advice of an existing private customer base Full advice on investment and asset building Advice on securities, funds, savings products and precautionary solutions Analysis of personal financial situation and investment objectives Development of individual investment and asset strategies Preparation and documentation of consultations Cooperation with internal specialists and partners Interpriority Care and development of long-term customer relationships Recognizing additional consulting needs Development of demand-oriented and sustainable financial solutions Responsible and Economic Action
Senior Account Manager (m/w/d) Professional experience in at least one of the two areas: credit advice or investment advice As an alternative experience in private customer, corporate customer, securities or building finance consulting Ideally, further training to the banker or banker Embossed customer and service orientation Joy of personal and long-term customer support Responsible and economic functioning Safe, binding and sympathetic appearance Experience with a cooperative bank is advantageous, but no requirement
Compensation of up to €90,000 gross annually on a full-time basis, depending on qualifications and professional experience Indefinite permanent employment Full time or part time possible Flexible working hours and sliding time Already existing customer base Occupational pension Assets Health care offers Individual training and development opportunities Safe workplace at a regionally established credit institution Collaborative working environment and short decision paths Support in housing search Attractive workplace in the Tegernseer Valley
Location
| Fact Talents GmbH | ||
| Gmund am Tegernsee | ||
| Germany |
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