Product Advisor Investment (m/f/d)

Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!

For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!

You are the central contact person for our brokers in the area of financial facilities and accompany them in a varied and responsible interface function. You advise our brokers on issues relating to investment funds, asset management, fund-based pension plans and regulatory requirements in the consulting sector. You inspire and train our brokers in the use of our in-house investment consulting software. You participate in training, workshops and trade fairs, inform our customers and strengthen existing business relationships. You actively support the acquisition and connection of new brokers and accompany them during the successful start of cooperation. In selected cases, you yourself take the advice of end customers to investment funds or the placement of asset management.

You have a training as a banker or Bankingwoman or a comparable qualification and brings several years of professional experience in investment consulting. You are a communicative and service-oriented personality with passion for the B2B business as well as for investment in funds and ETFs. You have good knowledge of the capital markets, understand their relationships and interest you in current developments. You know the legal requirements for consulting documentation in the banking market and ideally also in the financial intermediary market. You work structured, independent and can explain complex topics in a comprehensible and address-oriented manner. You are team-oriented, bring your own ideas and want to make progress together with us. You bring very good German knowledge (at least C1 level) in word and writing.

Work-Life Balance: Flexible working hours, up to 2 days per week mobile work, 30 days vacation per year Health Management: Beneficiary membership in the fitness studio body + soul, health days, physiotherapy etc. Personal training: Personal budget for internal and external training offers Company & team events: summer festival, Christmas celebrations and team events as well as a fun area for a good one. bAV & in-house consulting: Your future is important to us – so we grant your occupational retirement! You can also consult insurance and financial products free of charge and save up to 50 percent on completion! Gastronomy & coffee bar: balanced and full-quality food in the restaurant at our house, coffee bar with delicious barista coffee Personal onboarding: Comprehensive incorporation, Welcome Day for new colleagues

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We look forward to seeing you!

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