0Investment advisors for business and commercial clients (m/f/d)
Sparkasse Oberhessen | Germany | 61xxx Bad Nauheim | Permanent position | Part time - flexible / Full time / Home office | Published since: 02.06.2026 on stepstone.de

Investment advisors for business and commercial clients (m/f/d)

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


The Sparkasse Oberhessen in Bad Nauheim is looking for our team! You have fun in individual consulting and want to support our business and business customers both in business and private asset issues with customized solutions? Then come to Sparkasse Oberhessen! In a great private banking team, you work independently, develop strategies for asset building and optimization and ensure an excellent service. With us you will find excellent training and career opportunities and can celebrate success together with your colleagues. Sounds like your next career step? Then you'll be here today! !

Your tasks • Your profile • What we offer

Complete and demand-oriented advice: You advise our business and business customers on passive products, taking into account all relevant aspects of asset building and asset optimization. You place these products in our OSPlus system, change them and release them if needed Strategy development: You develop self-responsively well-founded strategies for asset consulting, always having a look at the entire Sparkasse product and service portfolio Generation consulting: You offer our customers generation consulting, always in close coordination with the primary supervisor Sales talks and demand determination: You conduct sales talks for holistic demand determination within the framework of the S financial concept and are responsible for their preparation, implementation and post-processing Communication in the team: You provide feedback on your conversation results and regularly agree with your primary advisor to achieve the best possible results for our customers Targeted preparation: You take care of the agreed reimbursements and make sure that all steps in customer support are implemented smoothly

You have a successfully completed training for the savings banks or bank specialist (m/w/d) and ideally the individual customer support seminar at a savings bank (if not, you can do it with us) You bring at least 3 years of professional experience in the up-to-date customer consulting of private customers or commercial customers You have excellent ways of handling and an adequate appearance – always targeted and with a positive appearance You work independently and have a high level of service orientation Your consulting and sales skills are excellent, and you can attract customers with enthusiasm for customized solutions You see yourself as an ambassador of our savings bank and represent us with commitment and passion, especially in the social environment of our customers

Transparent compensation package: We pay for TVöD-S with all the benefits of the public service Versatile training opportunities: mentoring, training plan, training courses, training opportunities etc. Holiday and leisure: We offer you 32 days holiday and the bank holidays Christmas Eve and New Year on top Work-Life-Balance: Possibility of mobile work, flexible working hours in full and part-time, childcare allowance, etc. Best equipped: With us you will receive laptop, iPad, AirPods and service handy, so that you are optimally equipped for mobile work Sustainable mobility: Job-Rad offer and free RMV job ticket incl. Carriage of family & friends on weekends Health and Wellness: Your health is at our heart – We offer occupational health management, a very good occupational pension and a private health insurance Employee Bank and Special Conditions: Free current account, discounted credit card MasterCard Gold, asset-effective services, special conditions for loans, etc. Corporate Benefits: Benefits from various employee rebates - from online shopping to lump sum travel

Location

ava Sparkasse Oberhessen
61231  Bad Nauheim
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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