Kundenberater Wertpapier (d/m/w)

Postbank Filialvertrieb AG

Not specified; not specified; benefits include pen...
Hybrid
Independent customer advisory
Sales of investment products
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 actively maintaining valuable customer relationships including telephone outreach for appointment setting.
  • The company offers comprehensive benefits including mental health support, fitness programs, flexible working models, and pension 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, Germany ticket

Skills & Requirements

Must-have

  • independent customer advisory
  • sales of investment products
  • regulatory compliance adherence
  • active client relationship management
  • travel to assigned branches

Nice-to-have

  • enthusiasm for capital markets
  • collaborative team spirit
  • high service competence
  • sympathetic professional appearance

Key Requirements

  • Completed commercial training preferably as bank clerk
  • Multiple years of relevant professional experience
  • Professional qualification certificate per WpHGMaAnzV
  • EU Intermediary Directive certification or willingness to obtain
  • Willingness to travel to assigned branches

Work Rights

Not specified

Tailored Resume

Cover Letter