Kundenberater (d/m/w) Wertpapier

Postbank Filialvertrieb AG

Lüneburg, Germany
Base: good salary; bonus/equity: attractive perfor...
Hybrid
Wertpapiergeschäft
Kundenberatung
Vertriebstalent
Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) Wertpapier to provide tailored financial advisory services to its clients, focusing on securities and investment products. The ideal candidate should possess a strong background in customer service, particularly in banking or investment, and be capable of building lasting relationships with clients

Job Summary

  • As a Kundenberater (d/m/w) Wertpapier, you will independently advise customers on a wide range of investment and pension products with a focus on securities business.
  • You will build sustainable customer relationships through personal conversations and telephone contact, and work closely with the branch teams.
  • The company offers clear career paths, diverse development opportunities, and further training to become a certified investment advisor.

Matching Summary

Match Score: 85

Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) Wertpapier to provide tailored financial advisory services to its clients, focusing on securities and investment products. The ideal candidate should possess a strong background in customer service, particularly in banking or investment, and be capable of building lasting relationships with clients.

Salary

Base: good salary; Bonus/Equity: attractive performance-related remuneration; Benefits: Christmas and holiday pay

Skills & Requirements

Must-have

  • Wertpapiergeschäft
  • Kundenberatung
  • Vertriebstalent
  • Kapitalmarktkenntnisse

Nice-to-have

  • Teamgeist
  • kollegialer Austausch
  • familienbewusste Personalpolitik
  • positive Haltung

Key Requirements

  • Kaufmännische Ausbildung
  • mehrjährige Berufserfahrung
  • Wertpapiergeschäft
  • Kundenberatung
  • Bankkaufmann / Bankkauffrau

Work Rights

Not specified

Tailored Resume

Cover Letter