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

Postbank Filialvertrieb AG

Bretten, Germany
Not specified; not specified; benefits include fle...
Hybrid
Independent financial product consulting
Active customer relationship management
Wphgmaanzv certification or willingness to obtain
Postbank Filialvertrieb AG is seeking a Kundenberater Wertpapier (d/m/w) for their Bretten/Pforzheim locations, focusing on providing financial consulting and sales of investment products. The role emphasizes strong customer relationships, teamwork, and adherence to regulatory standards while offering a hybrid work environment

Job Summary

  • The role involves independent consultation 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 telephone outreach for appointment scheduling.
  • The company offers comprehensive benefits including mental health support, physical fitness programs, flexible working models, and financial security plans.

Matching Summary

Match Score: 85

Postbank Filialvertrieb AG is seeking a Kundenberater Wertpapier (d/m/w) for their Bretten/Pforzheim locations, focusing on providing financial consulting and sales of investment products. The role emphasizes strong customer relationships, teamwork, and adherence to regulatory standards while offering a hybrid work environment.

Salary

Not specified; Not specified; Benefits include flexible working models, health checks, and pension plans

Skills & Requirements

Must-have

  • Independent financial product consulting
  • Active customer relationship management
  • WpHGMaAnzV certification or willingness to obtain
  • EU Vermittlerrichtlinie certification or willingness to obtain
  • Travel between branch locations required

Nice-to-have

  • Strong sales talent and enthusiasm for selling
  • Interest in capital markets and investment products
  • Friendly, confident, and sympathetic demeanor
  • Teamwork and high performance orientation

Key Requirements

  • Completed commercial training preferably as Bankkaufmann/-frau
  • Several years of relevant professional experience
  • Possession of WpHGMaAnzV certification or readiness to acquire it
  • Possession of EU-VRR certification or readiness to acquire it

Work Rights

Not specified

Tailored Resume

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