Description
We are seeking an Investment Consultant to join our team at Postbank Filialvertrieb AG in Berlin. As an Investment Consultant, you will be responsible for providing demand-oriented advice on our broad range of investment and retirement products, with a focus on securities business.
You will build sustainable customer relationships through personal conversations and telephone contact. You will be responsible for managing one or more branches and work closely with the branch teams.
Your tasks will include:
- Providing independent advice on investment and retirement products
- Building and maintaining customer relationships
- Managing a portfolio of customers
- Working closely with branch teams
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 investment advisor certification (or willingness to obtain)
- High service competence and resilience in everyday work
- Knowledge of economic relationships and capital markets
- Experience with AI-supported applications
In return, we offer:
- A secure, permanent, and responsible job in a motivated and dynamic team
- Good salary, Christmas and vacation bonuses, and attractive performance-related remuneration
- 38.5-hour workweek for a balanced work-life balance
- Clear career paths and diverse development opportunities
- Opportunity to further qualify as a certified investment advisor
We also offer a wide range of benefits, including:
- Emotional well-being: counseling in difficult life situations, offers to promote mental health
- Physical fitness: comprehensive check-up examinations, vaccination offers, healthy lifestyle advice
- Social networking: support through the pme family service, fitness center job, flexible working time models
- Financial security: contribution plans for old-age provision, bank services for employees, company bicycle or Germany ticket
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