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From the employer's careers site First seen 11 Nov 2026

Customer Consultant (m/f/d) Securities

The employer hasn't listed a salary.

Apply on Postbank Filialvertrieb AG

Description

We are seeking a Customer Consultant (m/f/d) Securities to join our team at Postbank Filialvertrieb AG in Berlin. As a Customer Consultant, you will be responsible for providing demand-oriented advice on our broad range of investment and precautionary products, with a focus on securities business.

Your responsibilities will include:

  • Providing independent advice to customers on securities products
  • Building sustainable customer relationships through personal conversations and telephone contact
  • Taking responsibility for the care of customers in one or more branches
  • Working closely with the branch teams
  • Organising your workday independently and being a competent contact person for customers on all matters relating to securities

To be successful in this role, you will need:

  • Sales talent with a passion for working with people from diverse backgrounds
  • Completed banking training or comparable qualification
  • Certified qualification as an investment advisor, which can be evidenced by a suitable document or obtained during the induction process
  • High service competence and resilience in everyday work, as well as openness to rapidly changing framework conditions
  • Knowledge of economic interrelationships and the capital market

In return, we offer:

  • A secure, permanent and responsible job in a motivated and helpful team
  • Good salary, Christmas and holiday pay, as well as an attractive performance-related remuneration
  • A 38.5-hour week for a balanced work-life balance thanks to our collective bargaining agreement
  • Clear career paths and diverse opportunities for advancement - for example, as a team leader
  • Opportunity to further qualify as a certified investment advisor (m/f/d) at the Frankfurt School of Finance & Management
  • A wide range of benefits that cover all your professional and personal needs, including emotional well-being, physical fitness, social networking, and financial security

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Skills

Required

Apply on Postbank Filialvertrieb AG