0Asset client advice in the Business Centre or Corporate Client Centre (m/f/d)
Kreissparkasse München Starnberg Ebersberg | Germany | 85xxx Unterschleißheim | Permanent position | Full time / Home office | Published since: 26.10.2026 on stepstone.de

Asset client advice in the Business Centre or Corporate Client Centre (m/f/d)

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


Because it's about more than money: Design You are the financial future of our region!

Are you looking for a job where your expertise shows real impact? We are looking for dedicated talents like you, with passion and empathy customers in business or business Business customer centers advise and thus not only arrange finances, but realize habitats. Here you get yourself and your strengths: Securities & Investment Consulting: You advise your customers...

Your tasks • Your profile • What we offer

Because it's about more than money: Design You are the financial future of our region!

Are you looking for a job where your expertise shows real impact? We are looking for dedicated talents like you, with passion and empathy customers in business or business Business customer centers advise and thus not only arrange finances, but realize habitats. Here you get yourself and your strengths: Securities & Investment Consulting: You advise your customers proactively on all issues relating to the investment, with a clear focus on the securities business. Relationship building: You recognize opportunities, maintain long-term partnerships at eye level and develop individual investment strategies. Process design: In your role, you will take steps independently to ensure first-class support in the BusinessCenter or corporate customer center. This distinguishes you: Qualification: You have successfully completed your training as a bank clerk or a bank clerk as well as a further training as a bank or savings bank specialist. Expertise: Persuasive knowledge of investment products, tax aspects and economic relationships You are already in investment consulting today. Personality: You appear sovereign, empathic and customer-oriented and enjoy a sustainable customer support. Sales strength: Your sales talent and your target orientation contribute significantly to the joint success of your team. Good reasons for your step to us: More time for you: Enjoy 32 days holiday a year for your recovery. Fair & attractively remunerated: You will receive 13.8 monthly salaries. Mobile in the region: Unbeatably on the go with the German ticket for only 22,30 € or 42,30 € (depending on the salary group). Wellness & Fitness: Thanks to Wellpass you can use numerous sports and wellness facilities for just €29.90 a month. Culinary support: Enjoy a meal grant of up to 54 € per month. Flexibility: Hybrid work through the possibility of partial home office. Become part of our team! Would you like to move the Munich, Starnberg and Ebersberg region together with us? We look forward to your application! Any questions? Contact our Personnel contact: Ulrich Schmitz, Telephone: 089 23801 2396

Location

ava Kreissparkasse München Starnberg Ebersberg
85716  Unterschleißheim
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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