Asset Client Advisor (m/w/d)

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.

In the private customer Bank – Commercial Banking we offer customers a contemporary mix of classic 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 private customers. You will report to the branch or branch Senior Consultant (m/w/d).

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 at your disposal: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.

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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 special holidays and also you can work in one of our projects such as the EmployeeVolunteeringProgramm “Ehrensache!” or “We for the Region”.

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