# Financial Advisor

**Company**: Postbank Filialvertrieb AG
**Location**: Mannheim, Landteilstr. 31-33
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mannheim-Landteilstr-31-33/Kundenberater--d-m-w---Regionales-Beratungscenter-Mannheim_R0431304-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9fba66f1-14a

## Description

We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG in Mannheim. As a Financial Advisor, you will be responsible for advising private customers on various financial services and products, including accounts, services, digitalization, investments, and private credit.

Responsibilities:

- Provide tailored advice to private customers via phone, video consultation, chat, and co-browsing

- Explore cross-selling opportunities and promote standardized products

- Utilize digital media and tools to provide comprehensive advice

- Maintain high service quality and adhere to regulatory requirements

- Conduct pre- and post-sales activities

Requirements:

- Completed commercial training, preferably as a bank clerk

- Comprehensive knowledge of financial services and products

- Sales experience

- EU-VRR certification

- Cost-consciousness and business acumen

- PC skills and ability to learn specific systems

Personal qualities:

- Strong communication and sales skills

- Team-oriented and open-minded personality

- High motivation and willingness to continuously develop expertise

- Analytical thinking and quick comprehension

- Excellent communication skills

Benefits:

- Secure, permanent position in a motivated team

- Competitive salary, Christmas bonus, and attractive performance-based compensation

- 38.5-hour workweek with balanced work-life balance

- Opportunities for part-time work

- Family-friendly HR policies

- Clear career paths and development opportunities

## Skills

### Required
- financial services
- sales
- communication
- digitalization
- investment
- private credit

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mannheim-Landteilstr-31-33/Kundenberater--d-m-w---Regionales-Beratungscenter-Mannheim_R0431304-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)