0Client Advisor Asset Accumulation - Asset Investment Center (m/f/d)
Sparkasse Fulda | Germany | 36xxx Fulda | Permanent position | Part time - flexible / Full time / Home office | Published since: 31.07.2026 on stepstone.de

Client Advisor Asset Accumulation - Asset Investment Center (m/f/d)

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


As the largest regionally based credit institution in Osthessens, we are able to provide our customers with reliable, powerful and competent financial and financial questions. As part of the Sparkassen Financial Group, we are also among the most popular employers in Germany. Become part of our team in full or part time. .

Your tasks • Your profile • What we offer

You are the first contact person of the individual customers assigned to you personally, who qualify for this through their income. You actively support the personally assigned individual customers in the context of a holistic approach to consulting according to the S financial concept. As part of the holistic asset building planning, You conduct a basic consulting on property financing. You are active in the new customer acquisition and inventory processing in the assigned area. You edit occasions and campaigns, agree on dates and create sales events. You continue to develop in your professional, methodical and personal skills.

You have successfully completed the Savings Bank/Banker (S) or a comparable qualification. You have a qualified training and training that enables you to implement the reliability and expertise immediately after WpHG. You are ready to process and fulfill individual formulated target values. You bring good business knowledge and ideally secure process knowledge. You have very good knowledge of all products on the liabilities side of the savings banks business, the affiliate and in particular the securities business. You have in-depth experience in the advice and support of customers. You are a dynamic and flexible personality that is proven to serve customers in terms of their degree and earnings. You are characterized by above-average communicative skills and have a sovereign appearance.

An unlimited contract of employment with an attractive remuneration according to TVöD-S in the pay group 10 with 13.8 salaries and an additional benefit-related share. 32 days holiday + bank holidays (24.12. and 31.12.) + annual work time account Exciting and responsible tasks The possibility of hybrid work Occupational and collectively funded pensions Employee conditions Beneficiary Germany Ticket and Parking Cost Grant Team events, Business sports, Health management Professional onboarding and qualified training opportunities

Location

ava Sparkasse Fulda
36037  Fulda
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

Permanent link to this ad

Ad Id