DB

Spezialist Investmentberatung (d/m/w), KV 302 & 309

In short

This role is a securities/investment customer advisor position at Postbank Filialvertrieb AG, serving customers of one or more branches in Böblingen, Germany. It requires completed banking training or a comparable qualification and a certified investment advisor qualification (or willingness to obtain it during onboarding), plus knowledge of economic relationships and capital markets. The job can be done full-time or part-time, is permanent, and includes a 38.5-hour collective-agreement work week.

About us
Postbank Filialvertrieb AG advises 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 on an equal footing.
Your tasks
•As a customer advisor (d/m/w) for securities, you independently take on needs-based advisory services for our wide range of investment and pension products with a focus on securities business.
•You build sustainable customer relationships through personal conversations and telephone contact.
•You take on 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 the most diverse backgrounds
•Completed banking training or comparable qualification
•You have a certified qualification as an investment advisor and can prove this with a suitable document, or you ensure that the certification is completed before starting advisory work. Alternatively, the certification can also be obtained during your induction with us in-house.
•High service competence and resilience in daily work as well as openness to rapidly changing conditions
•Knowledge of economic relationships and the capital market
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 bonuses as well as attractive performance-related pay.
•Our collective agreement offers you 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. What counts for us is solely your ability - 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
We offer a wide range of benefits that cover 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 extensive check-up examinations, vaccination offers and advice on a healthy lifestyle.
•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 and job tandem) as well as an extensive culture of 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.
Benefits may 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 · Ulrike Riederich, 0160 1477187 · Deutsche Bank Human Resources

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