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About the Role

As a customer advisor specializing in securities, you will independently provide needs-based advice on our diverse range of investment and retirement products, with a focus on the securities business. You will build sustainable customer relationships through personal conversations and telephone contact, taking responsibility for customers in one or more branches and working closely with the branch teams. You will organize your workday independently and serve as a competent point of contact for customers regarding securities.

Responsibilities

Independently provide needs-based advice on diverse investment and retirement products with a focus on securities.
Build sustainable customer relationships through personal conversations and telephone contact.
Take responsibility for customer support in one or more branches.
Work closely with branch teams.
Organize your workday independently.
Serve as a competent point of contact for customers regarding securities.

Requirements

Sales talent with enjoyment in collaborating with people from diverse backgrounds.
Completed banking apprenticeship or comparable qualification.
Certified, verifiable qualification as an investment advisor.
High service competence and resilience in daily work.
Openness to rapidly changing conditions.
Knowledge of economic contexts and the capital market.

Skills

Sales
Customer Service
Investment Advisory
Capital Markets Knowledge
Communication

Location

Germany

Work Type

Full-time
Part-time
Hybrid work

Experience Level

Not specified

Education Level

Completed banking apprenticeship or comparable qualification
Certified investment advisor qualification

Salary/Compensations

Good salary
Christmas and vacation bonus
Attractive performance-based pay

Benefits

Secure, permanent, and responsible job
Motivated, dynamic, and helpful team
38.5-hour week
Family-conscious personnel policy
Clear career paths
Diverse development opportunities
Further training to become a certified investment advisor at the Frankfurt School of Finance & Management
Advice in difficult life situations
Offers for promoting mental health
Offers for maintaining personal health
Extensive check-up examinations
Vaccination offers
Advice on healthy living
Support through pme Familienservice
FitnessCenter Job
Flexible working time models (e.g., part-time, job tandem, hybrid working)
Extensive culture of diversity, equal opportunities, and participation
Contribution plans for retirement provision
Bank services for employees
Company bicycle
Deutschlandticket

About the Company

Postbank Filialvertrieb AG advises 12.5 million Postbank customers nationwide on financial services and non-banking products, such as postal services.
We value advice and collegial exchange at eye level.
We are #diepasstbank, matching jobs with the right talents.
We are part of Deutsche Bank Group, striving for a culture where we are empowered to excel together every day.
We act responsibly, think commercially, take initiative, and work collaboratively.
For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people in around 60 countries and across more than 150 nationalities.
Our people's deep understanding, insights, expertise, and passion help clients navigate an increasingly complex world.

Equal Opportunity

We welcome applications from all people and promote a positive, fair and inclusive work environment.
Equality is very important to us – however, to avoid hindering the readability of our texts, we do not consistently use gender-neutral forms for personal designations. These are to be understood as gender-neutral.