# Customer Consultant (m/f/d) Securities

**Company**: Postbank Filialvertrieb AG
**Location**: Hagen und Lüdenscheid
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hagen-Berliner-Platz-18-PB/Spezialist-Investmentberatung--d-m-w---Filiale-Hagen-und-Ldenscheid_R0449790-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_8b38a2ca-f8e

## Description

We are seeking a Customer Consultant (m/f/d) Securities to join our team at Postbank Filialvertrieb AG. As a Customer Consultant, you will provide demand-oriented advice on our broad range of investment and precautionary products, with a focus on securities business.

Your responsibilities will include:

- Providing independent advice to customers on securities 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

- Organising 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 qualification as an investment advisor, or willingness to obtain this certification

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

- Knowledge of economic relationships and capital markets

In return, we offer:

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

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

- A 38.5-hour week 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 advice

- Social networking: support through the pme family service, fitness center job, flexible working time models, and a diverse culture of equality and participation

- Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket

## Skills

### Required
- Banking
- Securities
- Investment Advice
- Customer Service
- Economic knowledge

---

Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hagen-Berliner-Platz-18-PB/Spezialist-Investmentberatung--d-m-w---Filiale-Hagen-und-Ldenscheid_R0449790-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)