Investment Consultant

We are seeking an Investment Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in investment consulting, you will independently advise our customers on a wide range of investment and precautionary products, with a focus on securities business.

Your responsibilities will include:

• 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 the topic of securities

To be successful in this role, you will need:

• A talent for sales with a passion for working with people from different backgrounds
• Completed banking training or comparable qualification
• Certified qualification as an investment consultant, which can be obtained during the probationary period
• High service competence and resilience in everyday work, as well as openness to changing framework conditions
• Knowledge of economic relationships and the capital market
• Openness to new technologies and the use of digital applications, including AI-supported tools

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
• Clear career paths and diverse development opportunities
• The opportunity to further qualify as a certified investment consultant at the Frankfurt School of Finance & Management

We also offer a wide range of benefits, including:

• Emotional balance: offers such as counselling in difficult life situations and offers to promote mental health
• Physical fitness: offers such as extensive check-up examinations, vaccination offers and advice on healthy living
• Social networking: offers such as support through the pme family service, the Job fitness centre, flexible working time models and a comprehensive culture of diversity, equal opportunities and participation
• Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle or the Germany ticket