Sparkasse Dortmund | Germany | 44xxx Dortmund | Permanent position | Full time / Home office | Published since: 05.02.2026 on stepstone.de
Consultant Generation Management (m/f/d)
Generation management is more than a profession – it is a symbol. You help people to shape their last will, to share values and to preserve life. You enable sustainable work for families, foundations and our region. That's exactly your thing? Then become part of our savings bank as a consultant:in Generation Management (m/w/d)
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Your tasks • Your profile • What we offer
You advise private banking customers:in generation management and implement the agreed solutions independently. As a topical patent:in you are the central contact person for your specialty (testament execution, foundation business), develop individual concepts and support the private banking consultants:in tandem talks. You wrap up estates in the context of the wills on your own and ensure a smooth implementation of the last will. You represent our community of pens and enthusiasts and accompany them during the foundation. You monitor the investment guidelines defined by customers (e.g. pen system) and regularly check them together with the customers. If necessary, you will bind external network partners to implement special topics and comply with all legal requirements.
You have successfully completed the training for savings banks. A completed study of economics, a successfully completed training for savings banks or a comparable qualification are desirable. You bring professional experience in a similar position. You have knowledge of inheritance and foundation law. You are striving for a further education on the executor:in and foundation manager:in. You have a strong knowledge of holistic financial planning.
continuation: Your professional and personal development is important to us! Therefore we offer you individual promotions as well as internal and external seminars and training courses!
work-life balance: You benefit from flexible working hours in a 39-hour week, mobile work, 32 holiday days and Sabbaticals to enjoy your life outside work!
more: Deutschland-Ticket, Job-Rad, Urban Sports Club, Free Girokonto with Real Values – Which Benefit do you like best? Find out yourself, because we'll give you all!
health: During the day in the office and in the evening get the decisive goal: In addition to our company sports community, we also offer you an operating health system and a family service – there is something for everyone!
compensation: In addition to a remuneration according to TVöD-S, you can receive an extra fee, and we provide an occupational pension scheme as well as asset-effective benefits at the top!
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Location
 | Sparkasse Dortmund | |
| 44137 Dortmund | ||
| 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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