0Private Banking Advisor (m/f/d)
VR Bank Heilbronn Schwäbisch Hall eG | Germany | 74xxx Schwäbisch Hall | Permanent position | Full time / Home office | Published since: 25.09.2026 on stepstone.de

Private Banking Advisor (m/f/d)

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


Company description

Successful together – your chance with us Welcome to your VR Bank HSH eG! With a balance sheet of 5 billion euros and 30 modern locations in Heilbronn and Schwäbisch Hall, we are very present and at the same time firmly rooted in our region. Our recipe for success? Innovation and quality! We are very proud of our cooperative values: fairness, solidarity and partnership. Our team pulls on a string and keeps each other...

Your tasks • Your profile • What we offer

Company description

Successful together – your chance with us Welcome to your VR Bank HSH eG! With a balance sheet of 5 billion euros and 30 modern locations in Heilbronn and Schwäbisch Hall, we are very present and at the same time firmly rooted in our region. Our recipe for success? Innovation and quality! We are very proud of our cooperative values: fairness, solidarity and partnership. Our team pulls on a string and keeps each other free. According to the motto: What you can't do on your own, W-I-R. Together we achieve great! Let us shape a sustainable future together.

At the next time we are looking for Private Banking Consultant (m/w/d) at Schwäbisch Hall

Your tasks: Senior Account Manager (m/w/d) Industrial customers Implementation of regular extensive demand analyses Developing individual asset strategies based on the global investment strategy with the aim of offering solutions for the customer (m/w/d) on his asset and life situation across all fields of demand Integration of or transfer to specialists (m/w/d) with corresponding specific customer requirements Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility New customer acquisition in the area of private banking through active speech and recommendation management

Your profile: (m/w/d) and/or successfully completed university studies or other similar training (e.g. Financial Consultant/Planer) Senior Consultant (m/w/d) Comprehensive expertise in holistic financial planning and sales High consulting and acquisition competence and negotiation skills High level of initiative, commitment and flexibility in everyday work Joy of contact with customers as well as strong team and cooperation capability

For us of course: Security and perspective: permanent employment contract with 13 salaries Additional financial benefits: financial benefits and monthly benefits Flexibility and Compatibility: Flexible Working Hours and Mobile Work Recreation: 30 days and additionally free on 24.12. and 31.12. Development: Various training and development opportunities Precautions: Lifetime account for greater flexibility in different phases of life

This makes us unique: Attractive remuneration: performance-oriented remuneration with the chance of up to 14 or 15 salaries Additional Benefits: Germanyticket, e-bike leasing, employee conditions and pension benefits Strong “WIR”: Valuable cooperation, open exchange and real team feeling Experienced culture: Joint events and festivals

Did we awaken your interest? Then we look forward to your application and for you!

Apply now

Company description

Successful together – your chance with us Welcome to your VR Bank HSH eG! With a balance sheet of 5 billion euros and 30 modern locations in Heilbronn and Schwäbisch Hall, we are very present and at the same time firmly rooted in our region. Our recipe for success? Innovation and quality! We are very proud of our cooperative values: fairness, solidarity and partnership. Our team pulls on a string and keeps each other free. According to the motto: What you can't do on your own, W-I-R. Together we achieve great! Let us shape a sustainable future together.

At the next time we are looking for Private Banking Consultant (m/w/d) at Schwäbisch Hall

Your tasks: Senior Account Manager (m/w/d) Industrial customers Implementation of regular extensive demand analyses Developing individual asset strategies based on the global investment strategy with the aim of offering solutions for the customer (m/w/d) on his asset and life situation across all fields of demand Integration of or transfer to specialists (m/w/d) with corresponding specific customer requirements Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility New customer acquisition in the area of private banking through active speech and recommendation management

Your profile: (m/w/d) and/or successfully completed university studies or other similar training (e.g. Financial Consultant/Planer) Senior Consultant (m/w/d) Comprehensive expertise in holistic financial planning and sales High consulting and acquisition competence and negotiation skills High level of initiative, commitment and flexibility in everyday work Joy of contact with customers as well as strong team and cooperation capability

For us of course: Security and perspective: permanent employment contract with 13 salaries Additional financial benefits: financial benefits and monthly benefits Flexibility and Compatibility: Flexible Working Hours and Mobile Work Recreation: 30 days and additionally free on 24.12. and 31.12. Development: Various training and development opportunities Precautions: Lifetime account for greater flexibility in different phases of life

This makes us unique: Attractive remuneration: performance-oriented remuneration with the chance of up to 14 or 15 salaries Additional Benefits: Germanyticket, e-bike leasing, employee conditions and pension benefits Strong “WIR”: Valuable cooperation, open exchange and real team feeling Experienced culture: Joint events and festivals

Did we awaken your interest? Then we look forward to your application and for you!

Apply now

Location

ava VR Bank Heilbronn Schwäbisch Hall eG
74523  Schwäbisch Hall
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.

For more information read the original ad

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