0Wealth Management Consultant in Private Banking (m/f/d)
BBBank eG | Germany | 76xxx, 60xxx, 69xxx, 68xxx, 65xxx Frankfurt, Heidelberg, Karlsruhe, Mannheim | Permanent position | Part time - flexible / Full time / Home office | Published since: 03.11.2026 on stepstone.de

Wealth Management Consultant in Private Banking (m/f/d)

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


We are the largest private customer bank in Germany. As a digital bank with a nationwide branch network at over 100 locations, we combine experience and innovation with the more than 100 years of competence of a successful bank house – customer-oriented, economically, sustainable and sympathetic. We live, love and deliver better banking and set standards that are sustainable. For growth with substance. For continuous development that creates customer experiences. Together we shape the banking of tomorrow. As Wealth Management Consultant (m/w/d), our customers are convinced of the excellent performance of BBBank's Wealth Management. You recognize the special needs of your client, the freelance and self-employed and work closely with the private banking teams to create added value together. For our Wealth Management we are looking for you in full or part time, job sharing possible. .

Your tasks • Your profile • What we offer

Personal care and intergenerational consulting of your assigned customers Active implementation of the holistic asset consulting with the consulting and care programs in the Wealth Management Establishing an excellent customer network and self-initiated customer response and acquisition Construction and maintenance of a successful customer-bank relationship in cooperation with the regional private banking teams Proactive advice and support for customer enquiries on Wealth Management services in your care area.

Successfully completed banking training and continuing training based on it (bank specialist, bank manager's degree or comparable study) Ideally qualifying for Certified Financial Planner Very good, well-founded knowledge in investment and securities business, on tax topics and on cross-generation consulting Strong sales orientation with the aim of creating positive customer experiences Reliable and independent operation

Versatile and responsible activities as well as active participation opportunities Comprehensive offer for professional and personal development Positive corporate culture: modern, open, sympathetic Mobile work and design spaces for an optimal work-life balance The varied working environment of a modern financial service provider with growth targets Attractive compensation package Compatibility of work and family as well as many other benefits such as e.g. company pensions, Jobrad, ÖPNV grant, company health management and much more! !

Location

ava BBBank eG
76137  Frankfurt, Heidelberg, Karlsruhe, Mannheim
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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