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Investment Consultant
Postbank Filialvertrieb AG
Sponsorship not confirmed
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About the job
We are seeking an experienced Investment Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in investment advice, you will independently advise customers on financial services with a focus on securities and investment products of different risk classes. Key Responsibilities: Provide comprehensive and independent advice to customers on financial services, focusing on securities and investment products Develop and maintain relationships with existing and new customers, building a loyal customer base Ensure high-quality advice and service, adhering to regulatory and internal requirements Identify sales opportunities and direct customers to specialised advisory units Collaborate with branch teams to tap into consultation potential and provide coordinated customer support Requirements: Completed banking training or comparable qualification Certified investment advisor or commitment to obtain certification Strong communication and sales skills, with a passion for capital markets and finance Friendly and professional demeanour, with a focus on teamwork and performance Proficiency in German; additional language skills are welcome Experience with AI-supported applications to enhance customer needs recognition and consulting quality Benefits: Secure, permanent position in a motivated and dynamic team Attractive salary, including Christmas and holiday bonuses, and success-based compensation 38.5-hour workweek, promoting a healthy work-life balance Opportunities for career growth and development, including leadership roles Support for further qualifications, such as certified investment advisor training Comprehensive benefits package, including health, social, and financial security Job Data by YubHub .
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