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From the employer's careers site First seen 7 Nov 2026

Investment Consultant (m/f/d)

The employer hasn't listed a salary.

Apply on Postbank Filialvertrieb AG

Description

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

You will build sustainable customer relationships through personal conversations and telephone contact. You will be responsible for looking after customers in one or more branches and work closely with the branch teams.

Your tasks will include:

  • Providing independent advice on investment and precautionary products
  • Building and maintaining customer relationships
  • Taking responsibility for customer care in one or more branches
  • Working closely with branch teams
  • Organising your workday independently and being a competent contact person for customers on all matters relating 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 investment advisor qualification or willingness to obtain it
  • High service competence and resilience in everyday work
  • 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
  • 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 counselling 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 centre job, flexible working time models and a culture of diversity, equal opportunities and participation
  • Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle or Germany ticket

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Skills

Required

Ready to apply?

You apply with the employer directly. Their original posting is here: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Bonn-Koblenzer-Str-67-PB/Kundenberater-Wertpapier--d-m-w---KV-588_R0449051-2

Apply on Postbank Filialvertrieb AG