Kundenberater (d/m/w) Wertpapier Standort München

Postbank Filialvertrieb AG

München, Germany
Good salary; christmas + vacation pyy; performance...
Hybrid
Successful commercial training in banking
Experience in customer advisory services
Knowledge of capital markets and economics
Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) Wertpapier in Munich to provide personalized financial advice and build sustainable customer relationships, particularly in securities trading. Ideal candidates will have a commercial background, preferably in banking, and a strong customer service orientation

Job Summary

  • The role involves independently advising clients on a wide range of investment and pension products with a focus on securities trading.
  • Employees build sustainable customer relationships through personal conversations and telephone contact while collaborating closely with branch teams.
  • The position offers a secure, permanent job with attractive performance-based compensation and opportunities for certification as an investment advisor.

Matching Summary

Match Score: 85

Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) Wertpapier in Munich to provide personalized financial advice and build sustainable customer relationships, particularly in securities trading. Ideal candidates will have a commercial background, preferably in banking, and a strong customer service orientation.

Salary

Good salary; Christmas and vacation pay; Performance-based compensation

Skills & Requirements

Must-have

  • Successful commercial training in banking
  • Experience in customer advisory services
  • Knowledge of capital markets and economics

Nice-to-have

  • Sales talent with diverse team collaboration
  • High service competence and resilience
  • Openness to changing working conditions

Key Requirements

  • Commercial training preferably as a banker
  • Multi-year professional experience in banking or sales
  • Valid certification as an investment advisor preferred

Work Rights

Not specified

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