# Financial Advisor

**Company**: Postbank Filialvertrieb AG
**Location**: Hamburg, An der Alster 63-64
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hamburg-An-der-Alster-63-64/Kundenberater--d-m-w---Regionales-Beratungscenter-Hamburg_R0431313-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_006fe3c6-f1d

## Description

We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG in Hamburg. As a Financial Advisor, you will be responsible for advising private customers on various financial services and products through digital media such as phone, video consultation, chat, and co-browsing.

**Key Responsibilities:**

- Provide tailored advice to private customers on accounts, services, digitalization, and product portfolio

- Advise customers on investments, retirement planning, and private credit

- Utilize digital media and tools to provide comprehensive advice

- Identify and capitalize on cross-selling opportunities

- Maintain high service quality standards in accordance with regulatory and internal guidelines

- Conduct pre- and post-sales activities

**Requirements:**

- Completed commercial training, preferably as a bank clerk

- Comprehensive knowledge of financial services and products

- Sales experience

- EU-Vermittlerrichtlinie (EU-VRR) certification

- Cost awareness and ability to think and act in a business-oriented manner

- PC skills and ability to learn specific systems

- Sales skills and enjoyment of working with customers

- Open and communicative personality, team player

- High learning motivation and willingness to continuously develop expertise

- Analytical thinking, quick comprehension, and high performance readiness

- Excellent communication skills

**Benefits:**

- Secure, permanent, and responsible job in a motivated team

- Competitive salary, Christmas and vacation bonuses, and attractive performance-based compensation

- 38.5-hour workweek for a balanced work-life balance

- Part-time employment possible

- Family-friendly HR policy, certified by berufundfamilie gGmbH

- Clear career paths and diverse development opportunities

**Additional Benefits:**

- Emotional well-being: counseling services, mental health promotion

- Physical fitness: comprehensive check-ups, vaccination offers, healthy lifestyle consulting

- Social networking: support through pme Familienservice, fitness center, flexible working hours

- Financial security: contribution plans for old-age provision, employee bank services, company bike, Germany ticket

## Skills

### Required
- Financial Services
- Sales
- Communication
- Analytical Thinking
- PC Skills

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hamburg-An-der-Alster-63-64/Kundenberater--d-m-w---Regionales-Beratungscenter-Hamburg_R0431313-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)