Sparkasse Westholstein | Germany | 25xxx Itzehoe | Permanent position | Full time / Home office | Published since: 27.03.2026 on stepstone.de
(Junior) Asset advisor digital advice (m/f/d)
Unlimited | Full time | Itzehoe Do you feel comfortable in the digital environment and do you like to advise independently of the location? Then you are right in our digital consulting! __ Our 610-member team is engaged in the energy transition region Dithmarschen and Steinburg for the needs of our customers. As a member of the successful S financial group, we have been a reliable partner for our employees and customers for more than 200 years, because it is about more than money. Together, we continuously shape innovations about finance. Together we develop our Westholsteiner path and use our strengths for each other. Strong customer relationships and a strong product portfolio that offers "Watt more" are the inspiration for our activities. .
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Your tasks • Your profile • What we offer
Digital support: self-sponsored consulting of wealthy and potential-intensive private customers: in the form of digital channels Consulting according to S-Financial Concept: Optimization of the asset structure, pension provision & life risks Brand ambassador:in: Intensification of existing customer relationships and new customer acquisitions (through added value communication) Internal cooperation: Integrating specialist: for example from the financing consultancy or insurance agency
Technical basis: completed vocational training with a focus on banking/insurance or a comparable qualification with ideally first professional experience in financial or insurance Digital competency: open-minded way and fun in media consulting Customer orientation: Joy of personal development and daily contact with customers:inside Sales affinity: the desire to sell securities and insurance in the case of independent and structured manner Team and entrepreneurial spirit: team-oriented approach, entrepreneurial thinking and proactive action
Attractive remuneration: Remuneration according to the tariff of public service - Sparkassen (TVöD-S) up to the remuneration group E10 incl. Special payments which may amount to almost two additional monthly salaries Balanced work-life balance: full-time with 39 hours per week, variable working hours and possibility to work in the Mobile Office Time for rest: 32 days a year, free on Christmas Eve and New Year's Eve, half a day free on your birthday as well as leisure compensation for work Long-term development perspective: safe workplace for a sustainable, regional employer as well as individual career planning and continuous development Modern working environment: Lived duz culture, regular corporate events, modern technical equipment and business casual dress code Additional services: Free premium giro account - there's ''Watt on top', selection between an annual health budget, a job ticket or membership of EGYM Wellpass Comprehensive Health Services: Operational Health Management, Operational Health Insurance and Bicycle Leasesing
Location
 | Sparkasse Westholstein | |
| 25524 Itzehoe | ||
| Germany |
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