Description
We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG in Stuttgart. As a Financial Advisor, you will be responsible for advising private customers on various financial services and products through digital media such as phone, video consultation, chat, and co-browsing.
Your tasks will include:
- Providing customer-centric advice on accounts, services, digitalisation, and product portfolio
- Advising customers on investments, retirement planning, and private credit
- Utilising digital media and tools to provide comprehensive advice
- Identifying and capitalising on cross-selling opportunities
- Maintaining high service quality standards in accordance with regulatory and internal guidelines
- Performing pre- and post-sales activities
To be successful in this role, you will need:
- A completed commercial apprenticeship, preferably as a bank clerk
- Comprehensive knowledge of financial services and products
- Sales experience
- EU intermediary directive certification (EU-VRR)
- Cost awareness and business economic thinking and acting
- PC skills and ability to learn specific systems
- Sales skills and enjoyment of working with customers
- Open and communicative personality, team player
- High learning motivation and willingness to continuously develop expertise
- Analytical thinking, quick comprehension, and high performance readiness
- Excellent communication skills
In return, we offer:
- A secure, permanent, and responsible job in a motivated and supportive team
- Competitive salary, Christmas and holiday bonuses, and attractive performance-related remuneration
- 38.5-hour workweek for a balanced work-life balance
- Opportunities for part-time work
- Recognition of family-conscious personnel policy
- Clear career paths and diverse development opportunities
- Comprehensive benefits package including emotional well-being, physical health, social networking, and financial security