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HypoVereinsbank - UniCredit - Deutschland | Germany | Wasserburg am Inn | Permanent position | Part time - flexible / Full time | Published since: 23.04.2025 on stepstone.de

Asset Client Advisor (m/w/d) - Private Bank Branch Wasserburg a. Inn

Branch: Insurance and financial ser... Branch: Insurance and financial services


The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitalization and our commitment to ESG principles - Sustainability & social justice - are the basis for our actions. They encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Also you become part of us - be yourself and grow with us.

The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitization and our commitment to the ESG principles – sustainability & social justice – are the basis for our actions. They encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Be part of us – Be yourself and grow with us.

In the private customer Bank – Commercial Banking we offer customers a contemporary mix of branches, online stores, online and mobile banking as well as video and telephone consulting. In a modern environment, we advise holistically and according to requirements with a wide range of solutions for every situation of our customers. A variety of awards prove our consulting expertise and the quality of our products. As an asset customer advisor (m/w/d), you are responsible for the holistic care and advice of wealthy private customers. Here you report to the branch or Senior Consultant (m/w/d). Type of employment: Full or part-time possible

Position type: Full-time/Part-time JOBV1_DE

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Your tasks • Your profile • What we offer

The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitalization and our commitment to ESG principles - Sustainability & social justice - are the basis for our actions. They encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Also you become part of us - be yourself and grow with us.

The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitization and our commitment to the ESG principles – sustainability & social justice – are the basis for our actions. They encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Be part of us – Be yourself and grow with us.

In the private customer Bank – Commercial Banking we offer customers a contemporary mix of branches, online stores, online and mobile banking as well as video and telephone consulting. In a modern environment, we advise holistically and according to requirements with a wide range of solutions for every situation of our customers. A variety of awards prove our consulting expertise and the quality of our products. As an asset customer advisor (m/w/d), you are responsible for the holistic care and advice of wealthy private customers. Here you report to the branch or Senior Consultant (m/w/d). Type of employment: Full or part-time possible

Position type: Full-time/Part-time You carry out a need-oriented and comprehensive 360° consulting of upscale private customers:inside, you develop individual solutions that fit the client's wealth and life situation. Excellent advice and service are self-evident and you can achieve a lasting customer loyalty. Depending on customer needs, you can use an “open architecture” in the area of fund recommendations and multiple excellent asset management and mandate solutions are available. You have the opportunity to configure individual customized certificates for our customers. If necessary, our specialist experts are available to you:inside for investment and asset planning, and you will work together with them to find the perfect solution for our customers. Through active addressing and recommendation management, you win new customers: inside for our bank. The offer of our cooperation partners Allianz, Wüstenrot, Wealthcap and PlanetHome complements your advice.

Through your multiannual professional experience with upscale private customers, you can offer our customers excellent advice. You have a successfully completed qualification in the banking sector as well as proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV. You enjoy the sales-oriented advice and your “Make-a-Deal Mentality” will help you achieve our team goals. You like to be part of a powerful team, actively contribute your ideas, communicate solution-oriented and support future-oriented changes in the digital field. Your safe, binding appearance and your very high service orientation make it easy for you to build and expand a positive customer loyalty.

JoinOurTeam – Our employees are the driving force behind our success and thus our highest good. Because we are aware of our responsibility as an employer, we were once again recognized as a top employer. Become part of our team. #BalanceKidsAndCareer – We support you in childcare and make us strong for the reconciliation of family and profession. Be it through flexible working hours, financial grants such as birth and maternity allowances, or through a place in one of our two children's daycare centers. #EnjoyTheBest – Use as an employee:in the best premium account in Germany free of charge. #EmpowerCommunitiesToProgress – We have committed ourselves to sustainable and social values: Social Impact Banking and Sustainable Finance are part of our DNA. For us, value added means more than just creating financial values. Apply for a special holiday and you can also work in one of our projects such as the Employee Volunteering Program “Ehrensache!” or “We for the Region”. #UnlockYourPotential – With us, you shape your training independently and individually: courses at renowned universities such as Harvard or MIT are just one of many possibilities. With extensive training measures, strategic and future-oriented development programs or individual mentoring, we give your career a perspective. #CareNowForLater – We will also provide you in the future. In addition to monthly salary payments, retirement provision is a topic that you should not deal with at the beginning of the pension. That's why we support your retirement from the first day. #DontStopMoving – Take advantage of the flexibility of WellHub: Germany-wide, there are over 2,200 sports, fitness and wellness facilities available. Because movement for us not only means health, but also sustainability, we also offer you job bikes and job tickets within your public transport. #Enjoy CurrencyBenefits - You receive an attractive remuneration with 13 fixed monthly salaries as well as a performance bonus and asset-effective performance. You benefit from employee conditions in banking, HVB Value and additional preferential conditions in insurance and building savings with our cooperation partners Allianz and Wüstenrot. You will receive either a food grant in the form of menu checks or discounted meals at bank locations with employee casinos. JOBV1_EN

Company location

Location

ava HypoVereinsbank - UniCredit - Deutschland
Wasserburg am Inn
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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