# Financial Services Advisor

**Company**: Postbank Filialvertrieb AG
**Location**: Munchen, Klaus-Mann-Platz 1
**Work arrangement**: hybrid
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Munchen-Klaus-Mann-Platz-1/Kundenberater--d-m-w---Regionales-Beratungscenter-Mnchen_R0431287-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_21993671-321

## Description

We are seeking a Financial Services Advisor to join our team at Postbank Filialvertrieb AG. As a Financial Services Advisor, you will be responsible for advising and selling financial services products to demanding customer groups via telephone and video consultations.

**Key Responsibilities:**

- Provide advice and sell financial services products with a focus on securities products up to risk class 4

- Utilise cross-selling potentials beyond the primarily offered product range

- Build sustainable and valuable customer relationships and continuously develop them

- Ensure high customer satisfaction through professional and needs-based advice

- Collaborate closely with the Regional Advisory Centre and other distribution channels

- Guarantee high service quality while complying with regulatory and internal requirements

- Process assigned and self-initiated customer leads in the advisory system

- Ensure high appointment and conversation frequency

- Carry out all necessary pre- and after-sales activities

**Requirements:**

- Completed commercial training, preferably as a bank clerk

- Comprehensive knowledge of financial services products

- Sales experience

- Evidence of expertise in accordance with the EU Directive on Intermediaries (EU-VRR)

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

- PC skills, ability to learn work-specific systems

- Sales skills and enthusiasm for contact with customers

- Open and communicative personality, willing to work in teams

- High willingness to learn and motivation to continuously develop specialist, sales, process, and digitalisation know-how

- Routine in handling PC and software applications

- High sales and self-motivation as well as pronounced customer orientation

- Analytical thinking skills, quick comprehension, and high performance readiness

- Excellent communication skills

**Benefits:**

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

- Good salary, Christmas and holiday pay, and attractive success-based remuneration

- Our collective bargaining agreement offers a 38.5-hour week for a balanced work-life balance

- Part-time employment possible by agreement

- We are certified by berufundfamilie gGmbH for our family-friendly personnel policy

- Clear career paths and diverse development opportunities

**Additional Benefits:**

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

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

- Social networking: support through pme Family Service, Job Fitness Center, 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, employee bank services, company bicycle, or Germany ticket

## Skills

### Required
- Financial Services
- Sales
- Customer Service
- Communication
- Analytical Thinking

### Nice to have
- Securities Products
- Risk Management
- Financial Planning

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Munchen-Klaus-Mann-Platz-1/Kundenberater--d-m-w---Regionales-Beratungscenter-Mnchen_R0431287-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)