Fricke Finance & Legal GbR | Germany | 69xxx Heidelberg | Permanent position | Full time / Home office | Published since: 06.01.2026 on stepstone.de
Junior Securities Advisor (m/f/d)
Our client is an independent regional bank that has been firmly anchored in the Rhine-Neckar metropolitan region for many years. With a clear focus on customer proximity, sustainable values and a modern design of the private customer business, she was able to successfully position herself. In particular, the Institute focuses on the further expansion of the securities business, with the advice of private customers on investment, prevention and succession being at the centre. Flat hierarchies, short decision-making paths and a collegial working atmosphere create an attractive working environment. Against this background, we are looking for a regionally rooted and ambitious junior securities consultant (m/w/d) with a perspective on deputy management of the department. .
* After clicking the Read more button, the original advert will open on our partner's website, where you can see the details of this vacancy and contact information. If you need a translation of this text, after returning to our website it will be prepared and you can read it by clicking the Show full translation button.
Your tasks • Your profile • What we offer
Full consultation and support of private customers in all issues relating to liquidity, assets and security The focus is on investment advice, such as shares, certificates, funds, bonds etc. Identification of potential customer needs including customer relationships Development of individual solutions to the investment based on demand-oriented advice Accompanying customers with follow-up topics Close cooperation with internal departments to ensure a holistic customer advice Expansion of expertise in the investment
Successfully completed training in a bank or Studies with a comparable focus First experience in customer consulting with a focus on asset building, prevention and financial planning Knowledge of securities business Competent discussion and convincing appearance in direct customer contact Sales-oriented work with proven achievement and final strength
Personal and professional training Nice colleagues, family atmosphere Flat hierarchies Health promotion Free parking on site
Location
 | Fricke Finance & Legal GbR | |
| Heidelberg | ||
| 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