# Investment Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Heilbronn, Allee 6 (PB)
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Heilbronn-Allee-6-PB/Spezialist-Investmentberatung--d-m-w---KV-184-Heilbronn-2_R0454405-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-consultant-7df0c1eb-9f4/

## Description

We are seeking an Investment Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in investment consulting, you will independently advise our customers on a wide range of investment and precautionary products, with a focus on securities business.

Your responsibilities will include:

- 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

- Organising your workday independently and being a competent contact person for customers on the topic of securities

To be successful in this role, you will need:

- A talent for sales with a passion for working with people from different backgrounds

- Completed banking training or comparable qualification

- Certified qualification as an investment consultant, which can be obtained during the probationary period

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

- Knowledge of economic relationships and the capital market

- Openness to new technologies and the use of digital applications, including AI-supported tools

In return, we offer:

- A secure, permanent and responsible job in a motivated and helpful team

- Good salary, Christmas and holiday pay, as well as an attractive performance-related remuneration

- A 38.5-hour week for a balanced work-life balance

- Clear career paths and diverse development opportunities

- The opportunity to further qualify as a certified investment consultant at the Frankfurt School of Finance & Management

We also offer a wide range of benefits, including:

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

- Physical fitness: offers such as extensive check-up examinations, vaccination offers and advice on healthy living

- Social networking: offers such as support through the pme family service, the Job fitness centre, 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 the Germany ticket

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## Skills

### Required
- Banking
- Investment Consulting
- Securities Business
- Customer Relationship Building
- Sales

### Nice to have
- AI-supported Tools
- Digital Applications

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Heilbronn-Allee-6-PB/Spezialist-Investmentberatung--d-m-w---KV-184-Heilbronn-2_R0454405-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)