Kundenberater Wertpapier (d/m/w)

Postbank Filialvertrieb AG

Münster, Germany
Hybrid
Successful commercial training or equivalent experience
Experience in customer advisory or securities business
High service competence and resilience
The role involves independently providing needs-based advice on a wide range of investment and pension products with a focus on securities

Job Summary

  • The role involves independently providing needs-based advice on a wide range of investment and pension products with a focus on securities.
  • Employees build sustainable customer relationships through personal conversations and telephone contact while collaborating closely with branch teams.
  • The company offers extensive benefits including mental health support, fitness programs, flexible working models, and financial security plans.

Matching Summary

The role involves independently providing needs-based advice on a wide range of investment and pension products with a focus on securities.

Skills & Requirements

Must-have

  • Successful commercial training or equivalent experience
  • Experience in customer advisory or securities business
  • High service competence and resilience

Nice-to-have

  • Interest in working with diverse people
  • Openness to changing conditions
  • Knowledge of economic contexts

Key Requirements

  • Commercial training (ideally Bankkaufmann/Bankkauffrau)
  • Multi-year professional experience in banking or sales
  • Knowledge of capital markets and economic connections

Work Rights

Not specified

Tailored Resume

Cover Letter