Kundenberater Wertpapier (d/m/w) Standort: Bretten/ Pforzheim

Postbank Filialvertrieb AG

Bretten, Germany
Not specified; not specified; benefits include pen...
Hybrid
Independent financial advisory
Securities product sales
Regulatory compliance adherence
The role involves independent advisory and needs-oriented sales of financial and investment products with a focus on securities trading

Job Summary

  • The role involves independent advisory and needs-oriented sales of financial and investment products with a focus on securities trading.
  • Employees are responsible for building and maintaining valuable customer relationships, including making telephone calls to schedule appointments.
  • The company offers comprehensive benefits including mental health support, physical fitness programs, flexible working models, and retirement plans.

Matching Summary

The role involves independent advisory and needs-oriented sales of financial and investment products with a focus on securities trading.

Salary

Not specified; Not specified; Benefits include pension plans, employee banking services, company bike, and Germany ticket

Skills & Requirements

Must-have

  • independent financial advisory
  • securities product sales
  • regulatory compliance adherence
  • customer relationship management
  • travel to branch locations

Nice-to-have

  • sales talent and enthusiasm
  • collaborative team spirit
  • adaptability to changing conditions
  • strong communication skills
  • interest in capital markets

Key Requirements

  • Completed commercial training preferably as bank clerk
  • Multiple years of relevant professional experience
  • Professional knowledge certificate per WpHGMaAnzV or EU-VRR
  • Willingness to acquire required certifications before employment starts

Work Rights

Not specified

Tailored Resume

Cover Letter