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About the Role

As a customer advisor for securities, you will independently provide needs-based advice on our diverse investment and savings products, with a focus on the securities business. You will build sustainable customer relationships through personal conversations and telephone contact. You will take responsibility for supporting customers in one or more branches and work closely with the branch teams there. You will organize your workday independently and be a competent contact person for your customers regarding securities.

Responsibilities

Independently provide needs-based advice on diverse investment and savings products with a focus on the securities business.
Build sustainable customer relationships through personal conversations and telephone contact.
Take responsibility for supporting customers in one or more branches.
Work closely with branch teams.
Organize workday independently.
Act as a competent contact person for customers regarding securities.

Requirements

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

Skills

Investment advisory
Customer relationship building
Communication
Organization
Sales

Location

Germany

Work Type

Full-time
Part-time

Experience Level

Not specified

Education Level

Completed banking apprenticeship or comparable qualification
Certified, verifiable qualification as an investment advisor

Salary/Compensations

Good salary
Christmas and vacation bonus
Attractive performance-based compensation

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
Opportunity for further training as a certified investment advisor at the Frankfurt School of Finance & Management
Offers for support in difficult life situations
Offers for promoting mental health
Offers for maintaining personal health
Supportive professional environment
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 opportunity, 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, e.g., postal services.
We value advice and collegial exchange at eye level.
As #diepasstbank, we have the right fit for everyone.
We connect our jobs with the right talents.
People who actively shape the future through their skills, commitment, and team spirit.
We are Deutsche Bank Group.
We strive for a culture in which we are empowered to excel together every day.
This includes acting responsibly, thinking commercially, taking initiative, and working collaboratively.
Together we share and celebrate the successes of our people.

Equal Opportunity

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