Description
We are seeking a Customer Consultant (m/f/d) Securities to join our team at Postbank Filialvertrieb AG in Berlin. As a Customer Consultant, you will be responsible for providing demand-oriented advice on our investment and retirement products, with a focus on securities business.
Your responsibilities will include:
- Providing independent advice to customers on investment and retirement products
- Building sustainable customer relationships through personal conversations and telephone contact
- Taking responsibility for the care of customers in one or more branches
- Working closely with the branch teams
- Organizing your workday independently and being a competent contact person for customers on all matters related to securities
To be successful in this role, you will need:
- Sales talent with a passion for working with people from diverse backgrounds
- Completed banking training or comparable qualification
- Certified investment advisor certification (or willingness to obtain)
- High service competence and resilience in everyday work
- Knowledge of economic relationships and capital markets
In return, we offer:
- A secure, permanent, and responsible job in a motivated and dynamic team
- Good salary, Christmas and vacation pay, and attractive performance-related remuneration
- 38.5-hour workweek for a balanced work-life balance
- Clear career paths and diverse development opportunities
- Opportunity to further qualify as a certified investment advisor at the Frankfurt School of Finance & Management
We also offer a wide range of benefits, including:
- Emotional well-being: offers such as counseling in difficult life situations and mental health promotion
- Physical fitness: offers such as comprehensive check-ups, vaccination offers, and healthy lifestyle consulting
- Social networking: support through the pme family service, fitness center job, flexible working time models, and a culture of diversity, equal opportunities, and participation
- Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket