DB

Spezialist Investmentberatung (d/m/w)

In short

Postbank Filialvertrieb AG in Dresden is looking for an investment/securities advisor to independently provide needs-based advice on investment and retirement products to branch customers, with a focus on securities. The role requires a completed banking apprenticeship or comparable qualification, sales talent, knowledge of economic relationships and the capital market, and the ability to use AI-supported tools in advisory work. The position is offered both full-time and part-time, under a collective agreement with a 38.5-hour week.

About us
Postbank Filialvertrieb AG advises the Postbank's 12.5 million customers nationwide on financial services and non-banking products, e.g. post services. We place particular value on advice and collegial exchange at eye level.
Your tasks
•As a customer advisor (d/m/w) for securities, you independently take on needs-based advice on our wide range of investment and retirement provision products with a focus on 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 working day independently and are a competent contact person for your customers on all matters relating to securities.
Your profile
•Sales talent with enjoyment of working with people of diverse backgrounds.
•Completed banking apprenticeship or comparable qualification.
•High service competence and resilience in everyday work, as well as openness to rapidly changing conditions.
•Knowledge of economic relationships and the capital market.
•You use AI-supported applications in a targeted way to identify customer needs more efficiently, optimize workflows, and continuously improve advisory quality. You act responsibly, critically evaluate AI results, and ensure secure handling of data.
Your benefits
•A secure, permanent and responsible job in a motivated/dynamic and helpful team awaits you.
•You benefit from 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.
•As Postbank Filialvertrieb AG, we have been recognized by berufundfamilie gGmbH for our family-conscious personnel policy.
•We offer clear career paths and diverse development opportunities - for example as a team leader. Only your ability counts for us - not an academic title.
•You will have the opportunity for further qualification as a certified investment advisor (d/m/w) at the Frankfurt School of Finance & Management.
What we offer you
We offer a wide range of benefits covering all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master the challenges of everyday life - 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 the pme Familienservice, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem) as well as programs to promote diversity, equal opportunities 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 use exclusive employee conditions and individual advice from the employee bank.
Benefits vary slightly depending on location; for specific questions, please contact your recruiter.
Further information
The position is offered full-time and part-time.
Deutsche Bank AG · Arben Ajrulahi · Deutsche Bank Human Resources
Tel. +49 1516 7969097

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