# Financial Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Paderborn, Liliengasse 1-3 (PB)
**Work arrangement**: hybrid
**Experience**: mid
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Paderborn-Liliengasse-1-3-PB/Kundenberater-Wertpapier--d-m-w-_R0410044-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_0141c8bf-85b

## Description

We are seeking a Financial Consultant to provide independent advice and demand-oriented sales of financial and investment products, with a focus on advisory-intensive securities business across all risk classes.

Responsibilities:

- Provide independent advice and tailored sales of financial and investment products

- Generate tips for Area Managers of PB Financial Consulting and brokers of PB Real Estate

- Collaborate actively with all functions in the branch/market area

- Professionally build and maintain valuable customer relationships, including telephone customer contact to arrange appointments

- Take responsibility for the customer potential of several branches and closely collaborate with the branch teams

- Ensure high service quality according to customer-oriented sales principles, regulatory and internal guidelines, and processes

Requirements:

- Completed commercial training, ideally as a bank clerk, and several years of relevant professional experience

- High service competence and resilience in everyday work, as well as openness to rapidly changing conditions

- Evidence of specialist knowledge in accordance with the Employee Notification Ordinance (WpHGMaAnzV) or willingness to acquire this before commencement of employment

- Evidence of specialist knowledge in accordance with the EU Intermediary Directive (EU-VRR)

Personal Requirements:

- Enjoyment of selling

- Interest in capital markets

- Friendly, confident, and sympathetic demeanour

- Team spirit, engagement, and high performance readiness

- Sales talent and enjoyment of working with people

- Willingness to take on fixed consulting days with presence in assigned branches (travel required)

Benefits:

- Comprehensive range of benefits covering professional and personal needs

- Emotional balance: offers such as counselling in difficult life situations and mental health promotion

- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and healthy lifestyle counselling

- Social networking: support through pme family service, fitness centre job, 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 Germany ticket

## Skills

### Required
- financial analysis
- investment products
- customer relationship management
- sales
- communication

### Nice to have
- securities business
- capital markets
- banking regulations

---

Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Paderborn-Liliengasse-1-3-PB/Kundenberater-Wertpapier--d-m-w-_R0410044-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)