Kreissparkasse Böblingen | Germany | 71xxx Böblingen | Full time / Home office | Published since: 12.08.2026 on stepstone.de
Trainee in Sales for Private Clients - Focus on Portfolio Management (m/f/d)
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Your tasks • Your profile • What we offer
Shares, pensions, futures and funds are your passion? Do you want to pursue capital markets intensively every day and prepare for a career in portfolio management? Then we offer you practical preparation in our 18-month trainee program. Through your use in various areas, you will get profound insights and develop professionally and personally. With over 40 branches and around 1,200 employees in our region, you have the chance to make a real difference in Böblingen, Sindelfingen, Herrenberg, Leonberg and beyond. If you want to introduce fresh ideas and new perspectives into company customer consulting or company customer analysis, we look forward to your application! Key tasks: Use in individual asset management: Basics of the content design of port films, theoretical and practical foundations for portfolio construction Asset Allocation and diversification Knowing different asset classes as well as an overview of sustainability
Use in the Private Banking division: Overview of private banking products and services Support of 360-degree consultations and strategy discussions Support in developing tailor-made financial solutions for wealthy customers and businesses
Use in the central area Treasury Insights into the interest book control Knowing Depot A and Liquidity Management Overview of the strategic asset allocation Participation in the education and communication of household opinion on financial markets Knowing external applications and investment opportunities through own special fund mandates Requirements: Master or Bachelor degree in Economics, Finance, Business Administration or a closely related discipline or completed degree in Economics, Finance or a comparable qualification. Ideally first practical experience in banking, finance or asset management Passion for financial markets, investment strategies and asset management Embossed analytical and strategic thinking as well as the ability to penetrate complex relationships Safe handling of Microsoft products, like digital affinity Team player with a proactive and result-oriented setting Open and communicative personality with the willingness to take responsibility Benefits: A variety of salary packages: In addition to a payroll – TvöD-S, pay group 8-9a, with additional pension provision, you will benefit from a special savings fund payment and participate in a performance- and earnings-oriented variable compensation system. Continuing training: We support your career path with seminars and courses, including at our own academy. Mobility: We grant you a 50% grant to your VVS company ticket and take part in your bicycle leasing via Jobrad. Work-life balance: you benefit from flexible working hours and the possibility of mobile work as well as 32 holiday days. Health insurance: Your health is at our heart - our occupational health insurance supports you. Employees promote employees: recommend a new employee and receive a premium after the trial period expires. Corporate Benefits: Employee discount at over 700 shops. Regionality: a workplace close to home. Sparkassenfamilie: We are friends from colleagues. .. and much more: A private employee restaurant in Böblingen, health care, sports groups and events – this is our self-conception as a public employer. The job is also suitable for disabled applicants. We ask you to provide the application documents with a SCHUFA-BonitätAuskunft. Thank you. Questions will be answered by Mrs Mari Weichert at 07031 77-1446.
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Location
![]() | Kreissparkasse Böblingen | |
| 71034 Böblingen | ||
| Germany |
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