Kreissparkasse Heilbronn | Germany | 74xxx Heilbronn | Permanent position | Part time - flexible / Full time / Home office | Published since: 04.02.2026 on stepstone.de
Investment advisors (m/f/d)
With a balance sheet total of around 13.7 billion. Euro and approx. 1,600 employees are the Kreissparkasse Heilbronn one of the largest and most profitable credit institutions in Baden-Württemberg. The Kreissparkasse is the market leader in the economically prospering region Heilbronn, both in the company and in the private customer business. We are looking for reinforcement for our asset consulting at the locations Lauffen, Neckarsulm and Weinsberg in full or part time. .
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Your tasks • Your profile • What we offer
Takeover of an attractive customer base of wealthy private customers Implementation of holistic expert and plant-oriented advice Building and expanding a long-term customer connection New customer acquisition to expand the existing customer base Exhaustion of customer potential as part of CrossSelling approaches Identification of potential customers for asset management
Successful completion Continuing training in the banking sector (e.g. banker, DH-studium or comparable qualification) with interest in continuing training in the banking sector Know-how in holistic consulting, outstanding knowledge in the field of securities and investment as well as in the planning of complex assets Joy in sales-oriented consulting Safe, binding appearance and a very high customer and service orientation High self-initiative and target orientation
Approximately 14 salaries in the public service collective agreement Flexible working hours at a 39h week (when full time) as well as basic possibility for mobile work Business-funded health insurance including an annual health budget of 400€ and digital health services Germany ticket as a JobTicket for 19€, discounted parking (upon availability) and awarded Bike Leasing Numerous social benefits such as an occupationally funded pension scheme, 32 days holiday, a granted lunch and work-free on birthday Offers for agreement of profession and family as well as for example free Course and prevention offers Multifaceted seminar and further education
Location
 | Kreissparkasse Heilbronn | |
| Am Wollhaus 14, 74072 Heilbronn | ||
| Germany |
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