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