Description
We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG in Essen. As a Financial Advisor, you will provide comprehensive financial services to demanding customer groups via telephone and video consultations, focusing on securities products up to risk class 4.
Key Responsibilities:
- Provide holistic advice and sales in financial services, with a focus on securities products
- Identify and utilise cross-selling potentials to develop sustainable customer relationships
- Ensure high customer satisfaction through professional advice and close collaboration with the Regional Advisory Centre and other distribution channels
- Process assigned and self-initiated customer leads, manage sales activities, and maintain a high frequency of appointments and conversations
- Guarantee high service quality, adhering to regulatory and internal requirements, and perform all necessary pre- and after-sales activities
Requirements:
- Completed banking training or comparable qualification
- Certified investment advisor with relevant documentation
- Proven experience in advisory and sales, ideally in securities business
- Excellent knowledge of consulting-intensive products, particularly in investments
- Evidence of expertise according to EU Directive on Intermediaries (EU-VRR)
- Evidence of expertise according to the Investor Protection and Function Improvement Act (AnsFuG)
Personal Requirements:
- Strong sales and customer orientation, with enthusiasm for advising demanding customers
- High communication skills and confident demeanour, especially in digital consulting
- Proactive, engaged, and goal-oriented approach
- Analytical thinking and structured working style
- Team-oriented and open to a modern, digital work environment
Benefits:
- Secure, permanent, and responsible job in a motivated 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 for family-conscious personnel policy
- Clear career paths and diverse development opportunities
Additional Benefits:
- Emotional well-being: support in challenging life situations and mental health promotion
- Physical fitness: comprehensive check-ups, vaccination offers, and healthy lifestyle advice
- Social networking: support from the pme Family Service, fitness centre, flexible working hours, and a culture of diversity and equal opportunities
- Financial security: contribution plans for old-age provision, employee bank services, company bike, and Germany ticket