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Specialist Investment Advice (m/f/d), Magdeburg Branch

Original title: Spezialist Investmentberatung (d/m/w), Filiale Magdeburg

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

  • Magdeburg, Sachsen-Anhalt, Germany
  • German

Indexed (today) · refreshed constantly

Start
flexible
Contract
Freelance / B2B
Seniority
Senior
Reference
JS3205736599

Required skills

Nice to have:Financial ServicesWealth Management

Languages: German

Job description

The role involves advising clients on financial services with a focus on securities products, developing customer relationships, and building a client base for the Postbank Filialvertrieb AG in Magdeburg.

Project overview

Specialist Investment Advice (m/f/d), Magdeburg Branch

Customer Advisor (m/f/d) Securities

Full/Part-Time: Full-time

Regular/Temporary: Regular

Requirements

Professional Qualifications

Personal Requirements

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 working 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 expertise certifications (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 attend fixed advisory days with presence in the assigned branches.

Project details

Magdeburg

Postbank Filialvertrieb AG advises clients 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 independently and holistically advise clients on financial services with a focus on securities products of all risk classes.
  • You manage demanding client groups (e.g., private and business clients interested in investment) 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 direct clients to relevant interfaces (e.g., PB Financial Advice, Deutsche Bank Real Estate).
  • You act as a contact person and multiplier for wealth 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

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