Postbank Filialvertrieb AG · Berlin
About us
Postbank Filialvertrieb AG advises Postbank's 12.5 million customers nationwide on financial services and non-banking products, e.g. postal services. We place particular value on advisory quality and collegial exchange at eye level.
Your tasks
•As a Customer Advisor (d/m/w) Securities, you independently provide needs-based advice on our broad range of investment and pension products, with a focus on the securities business.
•You build sustainable customer relationships through personal conversations and telephone contact.
•You take responsibility for the support of customers of one or more branches.
•You work closely with the branch teams there.
•You organize your workday independently and are a competent point of contact for your customers on all matters related to securities.
Your profile
•Sales talent who enjoys working with people from diverse backgrounds
•Completed banking apprenticeship or comparable qualification
•You hold a certified qualification as an investment advisor and can prove this with an appropriate document, or you ensure that the certification is completed before starting advisory work. Alternatively, the certification can also be obtained during onboarding with us.
•High service competence and resilience in daily work, as well as openness to rapidly changing conditions
•Knowledge of economic relationships and the capital market
•You use AI-supported applications purposefully to identify customer needs more efficiently, optimize workflows, and continuously improve advisory quality. You act responsibly, critically evaluate AI outputs, and ensure safe handling of data.
Your benefits
•A secure, permanent, and responsible job in a motivated, dynamic, and helpful team.
•A good salary, Christmas and holiday pay, as well as attractive performance-related compensation.
•Our collective agreement offers a 38.5-hour week for a balanced work-life balance.
•Postbank Filialvertrieb AG has been recognized by berufundfamilie gGmbH for its family-conscious personnel policy.
•Clear career paths and diverse development opportunities - for example, as a team leader. Only your ability counts for us - not an academic title.
•The opportunity for further qualification as a certified investment advisor (d/m/w) at the Frankfurt School of Finance & Management.
What we offer
We offer a wide range of benefits that cover all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master everyday challenges - professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote mental health.
•Physically fit: With offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offers such as comprehensive check-up examinations, vaccination offers, and advice on healthy living.
•Socially connected: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support from pme Familienservice, the FitnessCenter Job, flexible working time models (e.g., part-time, job tandem), and programs to promote diversity, equal opportunity, and participation.
•Financially secure: The bank secures you not only during your active career but also financially for the future, and supports your flexibility and mobility - whether private or professional. Benefit from offers such as pension contribution plans, banking services for employees, company bicycle or the Deutschlandticket, and exclusive employee conditions and individual advice from the employee bank.
Benefits may vary slightly depending on location; for specific questions, please contact your recruiter.
Further information
The position is offered on a full-time and part-time basis.
Deutsche Bank AG · Melanie Klopsch · Deutsche Bank Human Resources
