Kundenberater (d/m/w) Wertpapier Standort Augsburg & Neuburg

Postbank Filialvertrieb AG

Augsburg, Germany
Base: good salary; bonus/equity: attractive perfor...
Hybrid
Independent customer advisory
Sustainable customer relationships
Competent contact person for securities
Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) for Wertpapier in Augsburg and Neuburg, focusing on providing tailored financial advice and fostering sustainable customer relationships. The role emphasizes self-organization and teamwork within a dynamic environment, offering a supportive workplace culture and numerous benefits

Job Summary

  • As a customer advisor (d/m/w) for securities, you will independently provide needs-oriented advice on our diverse investment and savings products, with a focus on securities business.
  • You will build sustainable customer relationships through personal conversations and telephone contact, taking responsibility for advising customers in one or more branches and working closely with the local branch teams.
  • We offer clear career paths and diverse development opportunities, such as team leader, and the possibility of further qualification as a certified investment advisor (d/m/w) at the Frankfurt School of Finance & Management.

Matching Summary

Match Score: 85

Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) for Wertpapier in Augsburg and Neuburg, focusing on providing tailored financial advice and fostering sustainable customer relationships. The role emphasizes self-organization and teamwork within a dynamic environment, offering a supportive workplace culture and numerous benefits.

Salary

Base: Good salary; Bonus/Equity: Attractive performance-related remuneration; Benefits: Christmas and holiday bonus, comprehensive benefits package

Skills & Requirements

Must-have

  • independent customer advisory
  • sustainable customer relationships
  • competent contact person for securities
  • collaboration with branch teams

Nice-to-have

  • sales talent with people skills
  • openness to changing conditions
  • team spirit and active shaping
  • family-conscious personnel policy

Key Requirements

  • successful commercial apprenticeship
  • several years of professional experience
  • knowledge of economic contexts
  • knowledge of the capital market

Work Rights

Not specified

Tailored Resume

Cover Letter