Kreissparkasse Heilbronn | Germany | 74xxx Heilbronn | Permanent position | Part time - flexible / Full time / Home office | Published since: 21.10.2026 on stepstone.de
Berater Private Banking (m/f/d)
With a balance sheet total of around 13.7 billion. Euro and approx. 1,700 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. For our Private Banking and Asset Management department, we are looking for a consultant to Private Banking (w/m/d) as soon as possible. .
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Your tasks • Your profile • What we offer
You take over an existing customer base and maintain it in all questions about the asset You plan and coordinate customer support activities and participate in customer events In cooperation with internal and external specialists, you conduct financial planning and develop individual solutions tailored to customer needs
You have a degree as a bank business owner or have completed a degree in economics You have completed or completed a training course on the Certified Financial Planer (CFP). are ready to carry out appropriate training You have several years of experience in the care of wealthy private customers You have expertise, support competence and sales orientation A good general education and a sovereign, target-group adequate occurrence are of course for you You have joy in the acquisition of new customers, have communication strength and the ability to complex, connected thinking Flexibility, mobility and contact skills complete your profile
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 Variety of seminar and further education
Location
 | Kreissparkasse Heilbronn | |
| Am Wollhaus 14, 74072 Heilbronn | ||
| Germany |
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