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