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 customers on financial services with a focus on securities and investment products of different risk classes.

Your responsibilities will include:

• Providing comprehensive and independent advice to customers on financial services, focusing on securities and investment products
• Building and maintaining relationships with affluent private and business customers
• Taking responsibility for the customer potential of several branches and ensuring high-quality advice and service
• Generating sales impulses and directing customers to specialised advisory units
• Bringing your expertise to the market area and supporting professional exchange
• Working closely with branch teams to develop consultation potentials and ensure coordinated customer care

To be successful in this role, you will need:

• A completed banking apprenticeship or comparable qualification
• A certified qualification as an investment consultant or a commitment to obtaining the necessary certification
• Strong communication and sales skills, as well as interest in capital market and financial topics
• Friendly and professional demeanour, team orientation, engagement, and willingness to perform
• Proficiency in German; additional language skills are welcome but not required
• Ability to use AI-supported applications to efficiently identify customer needs and optimise workflows

In return, we offer:

• A secure, permanent, and responsible job in a motivated and dynamic team
• Good salary, Christmas and holiday pay, and attractive performance-related remuneration
• A 38.5-hour week for a balanced work-life balance
• Clear career paths and diverse development opportunities
• Opportunities for further qualification as a certified investment consultant
• A wide range of benefits, including emotional well-being, physical fitness, social networking, and financial security