0Asset client advisors in the Business Center or Corporate Customer Center (m/f/d)
Kreissparkasse München Starnberg Ebersberg | Germany | 85xxx Unterschleißheim | Permanent position | Full time | Published since: 11.03.2026 on stepstone.de

Asset client advisors in the Business Center or Corporate Customer Center (m/f/d)

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


Because it's about more than money. Your future at the Kreissparkasse. Looking for you? We too! Here you can get They proactively advise our private and commercial customers in a corporate customer center or our business center in all areas of the investment – especially in securities business. Self-support a firm customer base and develop it actively. You can see opportunities, build long-term relationships and develop actively in ...

Your tasks • Your profile • What we offer

Because it's about more than money. Your future at the Kreissparkasse. Looking for you? We too! Here you can get You proactively advise our private and commercial customers in a corporate customer center or our business center in all areas of the investment – especially in securities business. Self-support a firm customer base and develop it actively. You can see opportunities, build long-term relationships and actively develop individual investment strategies. In this task, you design the processes and procedures independently to ensure optimal customer support. What distinguishes you

You have completed a training to the bank clerk or the bank clerk and a further training to the bank/sparkass specialist. Convince your detailed knowledge of investment products, tax aspects and economic relationships You are already in investment consulting today. You perform confidently, empathically and customer-oriented and want to accompany the customers you have advised in the long term. With your sales talent and their target orientation, you contribute to the success of the team. Good reasons for your cooperation with us More time for you: Enjoy 32 days of vacation and benefit from 13.8 monthly salaries. Germany-Ticket unbeatable cheap: Reduce your costs for the Deutschland-Ticket! Depending on your compensation group you pay only €22.30 or €42.30 instead of €63. Wellness and fitness made easy: With Wellpass you have access to a variety of sports, fitness and wellness facilities – for just €29.90 a month. Perfect for yoga, climbing, fitness and more! Culinary support: Take advantage of our food allowance and receive up to €54 per month for your meals. Any questions? Contact Ulrich Schmitz from the staff section under phone 089 23801 2396.

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Location

ava Kreissparkasse München Starnberg Ebersberg
85716  Unterschleißheim
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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