# Investment Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Köln, Josefstr. 20 (PB)
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Kln-Josefstr-20-PB/Spezialist-Investmentberatung--d-m-w---Filiale-Kln_R0457455-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-consultant-e6d2f6c2-ae6/

## Description

We are seeking an experienced Investment Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in investment advice, you will independently advise customers on financial services with a focus on securities and investment products of different risk classes.

**Key Responsibilities:**

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

- Develop and maintain relationships with existing and new customers, building a loyal customer base

- Ensure high-quality advice and service, adhering to regulatory and internal requirements

- Identify sales opportunities and direct customers to specialised advisory units

- Collaborate with branch teams to tap into consultation potential and provide coordinated customer support

**Requirements:**

- Completed banking training or comparable qualification

- Certified investment advisor or commitment to obtain certification

- Strong communication and sales skills, with a passion for capital markets and finance

- Friendly and professional demeanour, with a focus on teamwork and performance

- Proficiency in German; additional language skills are welcome

- Experience with AI-supported applications to enhance customer needs recognition and consulting quality

**Benefits:**

- Secure, permanent position in a motivated and dynamic team

- Attractive salary, including Christmas and holiday bonuses, and success-based compensation

- 38.5-hour workweek, promoting a healthy work-life balance

- Opportunities for career growth and development, including leadership roles

- Support for further qualifications, such as certified investment advisor training

- Comprehensive benefits package, including health, social, and financial security

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## Skills

### Required
- Banking
- Investment Advice
- Financial Services
- 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/Kln-Josefstr-20-PB/Spezialist-Investmentberatung--d-m-w---Filiale-Kln_R0457455-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)