# Investment Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Germering, Untere Bahnhofstr. 58
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Germering-Untere-Bahnhofstr-58/Spezialist-Investmentberatung--d-m-w---KV-397-Germering-und-Planegg_R0454248-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-consultant-a50e7fb7-8c6/

## 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 customers on financial services with a focus on securities and investment products of different risk classes.

Your responsibilities will include:

- Providing comprehensive and independent advice to customers on financial services, focusing on securities and investment products

- Building and maintaining relationships with affluent private and business customers

- Taking responsibility for the customer potential of several branches and ensuring high-quality advice and service

- Generating sales impulses and directing customers to specialised advisory units

- Bringing your expertise to the market area and supporting professional exchange

- Working closely with branch teams to develop consultation potentials and ensure coordinated customer care

To be successful in this role, you will need:

- A completed banking apprenticeship or comparable qualification

- A certified qualification as an investment consultant or a commitment to obtaining the necessary certification

- Strong communication and sales skills, as well as interest in capital market and financial topics

- Friendly and professional demeanour, team orientation, engagement, and willingness to perform

- Proficiency in German; additional language skills are welcome but not required

- Ability to use AI-supported applications to efficiently identify customer needs and optimise workflows

In return, we offer:

- A secure, permanent, and responsible job in a motivated and dynamic 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

- Opportunities for further qualification as a certified investment consultant

- A wide range of benefits, including emotional well-being, physical fitness, social networking, and financial security

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## Skills

### Required
- Banking
- Investment Consulting
- Financial Services
- Securities
- Risk Management
- Customer Relationship Management
- German

### Nice to have
- Additional language skills

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Germering-Untere-Bahnhofstr-58/Spezialist-Investmentberatung--d-m-w---KV-397-Germering-und-Planegg_R0454248-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)