Skip to content
JobServeOpen

Customer Advisor Securities

Original title: Kundenberater (d/m/w) Wertpapier

Postbank Filialvertrieb AG · Magdeburg, Sachsen-Anhalt, Germany · Senior

  • Magdeburg, Sachsen-Anhalt, Germany
  • German

Indexed (11 days ago) · refreshed constantly

Start
flexible
Contract
Freelance / B2B
Seniority
Senior
Reference
JS3195759759

Required skills

Languages: German

Job description

As a Customer Advisor for Securities, you will provide comprehensive financial advice with a focus on securities products to demanding client groups. You will develop existing customer relationships, build your own client base, and act as a point of contact for investment and asset topics.

Project overview

Customer Advisor Securities

Full/Part-Time: Full-time

Regular/Temporary: Regular

Requirements

Professional Qualifications

Personal Qualifications

The position is offered in full-time and part-time.

Rating: Tariff group E - corresponds to salary groups A 10/A 12 in the upper service.

Contact Person: Arben Ajrulahi, HR Talent Acquisition

We strive for a corporate culture in which we all give our best every day. This includes responsible action, economic thinking, taking initiative, and goal-oriented cooperation.

Together we share and celebrate the successes of our employees. Together we are the Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair, and inclusive work environment.

  • You have completed banking training or a comparable qualification.
  • You work in a service-oriented, resilient, and confident manner in a dynamic environment and adapt flexibly to changing conditions.
  • You possess the required expert knowledge certificates (WpHGMaAnzV and EU VRR) or are willing to acquire them before starting your activity.
  • You enjoy advising and selling and are interested in capital markets and financial topics.
  • You present yourself in a friendly and professional manner, enjoy working in a team, and bring commitment and a willingness to perform.
  • You take responsibility in customer contact and are willing to undertake fixed advisory days with presence in the assigned branches.

Project details

Magdeburg

Postbank Filialvertrieb AG advises customers nationwide on financial services and non-banking products. In the securities business, qualified advice, trust, and cooperation at eye level are our focus.

Your Responsibilities

  • You advise customers independently and holistically on financial services with a focus on securities products of all risk classes.
  • You manage demanding customer groups (e.g., investment-affine private and business customers) and sustainably develop existing customer relationships.
  • You build your own customer base and are responsible for the customer potential of several branches.
  • You work closely with branch teams, generate leads, and refer customers to relevant interfaces (e.g., PB Financial Advice, Deutsche Bank Real Estate).
  • You act as a contact person and multiplier for asset and investment topics in the market area.
  • You ensure a high level of advice and service quality in compliance with regulatory and internal requirements.
  • Start: flexible
  • Location: Magdeburg, Sachsen-Anhalt, Germany, DE
  • Languages: German

Indexed by 9am's meta-search. You are a job provider? Claim or manage this listing

Found on JobServe

  1. ExperisNew

    Claims Officer

    Confidential· Wilrijk, Belgium· Remote· Senior

    • Claims Management
    • Administrative Support
    • Technical Analysis
    • +4

  2. DiceNew

    Project Manager

    Compunnel Inc.· Houston, TX, US· On-site· Senior

    • Pricing
    • Web Portals
    • Roadmaps
    • +9

  3. JobServeNew

    Project Coordination

    Deutsche WindGuard GmbH· Varel, Niedersachsen, Germany· Senior

    • Project Coordination
    • English
    • German
    • +5

Browse all jobs
Sign up free to apply