Description
We are seeking an experienced Investment Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in investment advice, you will independently advise customers on financial services with a focus on securities and investment products of different risk classes.
Key Responsibilities:
- Provide comprehensive and independent advice to customers on financial services, focusing on securities and investment products
- Develop and maintain relationships with existing and new customers, building a loyal customer base
- Ensure high-quality advice and service, adhering to regulatory and internal requirements
- Identify sales opportunities and direct customers to specialised advisory units
- Collaborate with branch teams to tap into consultation potential and provide coordinated customer support
Requirements:
- Completed banking training or comparable qualification
- Certified investment advisor or commitment to obtain certification
- Strong communication and sales skills, with a passion for capital markets and finance
- Friendly and professional demeanour, with a focus on teamwork and performance
- Proficiency in German; additional language skills are welcome
- Experience with AI-supported applications to enhance customer needs recognition and consulting quality
Benefits:
- Secure, permanent position in a motivated and dynamic team
- Attractive salary, including Christmas and holiday bonuses, and success-based compensation
- 38.5-hour workweek, promoting a healthy work-life balance
- Opportunities for career growth and development, including leadership roles
- Support for further qualifications, such as certified investment advisor training
- Comprehensive benefits package, including health, social, and financial security
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