0Private Banking - Generational Consulting (m/f/d)
Vereinigte VR Bank Kur- und Rheinpfalz eG | Germany | 67xxx Speyer | Permanent position | Part time - flexible / Full time / Home office | Published since: 27.01.2026 on stepstone.de

Private Banking - Generational Consulting (m/f/d)

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


The United VR Bank Kur- und Rheinpfalz eG is one of the largest cooperative banks in the region. What makes us special? With over 700 employees, we stand for trust, proximity and regional responsibility. Our focus is on the promotion of our members and customers – individually and solution-oriented. Our goal: to secure the financial future of our customers – with personal commitment and innovative solutions. Together we live our slogan: “To make possible together.”. Become part of our team! !

Your tasks • Your profile • What we offer

Full consultation of our private customers with a focus on generation management: development of individual asset and succession concepts, family integration into financial planning, support for donations and inheritances Systematic, time-oriented support and development of existing customer connections while maintaining the highest quality standards Identification and acquisition of new customers, in particular from the field of generation consulting and succession planning Presentation of our product range and use of modern consulting instruments Participation in the further development of our consulting offer for different generations

(m⁠/⁠w⁠/⁠d) and ideally an additional qualification in the field of generation consulting or succession planning Multiannual experience in the care of demanding private customers Impressed communication skills and empathy for intergenerational issues Safe handling of digital consulting tools and joy in innovative solutions

Flexible working hours for a positive work-life balance 13 salaries + special remuneration Possibility of mobile work 30 days holiday + 2,5 bank-owned free days Attractive services, such as asset-effective services, special conditions for insurance and financial services, job-wheel leasing, life-time account, company pensions grants and much more In-house and external training opportunities for excellent development opportunities

Location

ava Vereinigte VR Bank Kur- und Rheinpfalz eG
67346  Speyer
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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