Not specified; not specified; benefits include pen...
Hybrid
Independent financial product consulting
Active customer relationship management
Wphgmaanzv or eu-vrr certification required
Postbank Filialvertrieb AG is seeking a Kundenberater Wertpapier (Customer Advisor for Securities) for their Bretten/Pforzheim locations. The role involves providing independent advice and sales of financial and investment products, with a focus on securities, while maintaining high service standards and building strong customer relationships
Job Summary
The role involves independent consultation and needs-based sales of financial and investment products with a focus on securities trading.
Employees are responsible for building and maintaining valuable customer relationships, including telephone outreach for appointment scheduling.
The company offers comprehensive benefits including mental health support, health check-ups, flexible working models, and retirement plans.
Matching Summary
Match Score: 85
Postbank Filialvertrieb AG is seeking a Kundenberater Wertpapier (Customer Advisor for Securities) for their Bretten/Pforzheim locations. The role involves providing independent advice and sales of financial and investment products, with a focus on securities, while maintaining high service standards and building strong customer relationships.
Salary
Not specified; Not specified; Benefits include pension plans, employee banking services, company bike, Germany ticket
Skills & Requirements
Must-have
Independent financial product consulting
Active customer relationship management
WpHGMaAnzV or EU-VRR certification required
Nice-to-have
Strong sales talent and interpersonal skills
Interest in capital markets and finance
Team-oriented and high performance drive
Key Requirements
Completed commercial training preferably as Banker
Several years of relevant professional experience
Professional knowledge certificate per WpHGMaAnzV or EU-VRR
Willingness to travel and work fixed advisory days