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HypoVereinsbank - UniCredit - Deutschland | Germany | 89xxx Ulm | Permanent position | Part time - flexible / Full time / Home office | Published since: 15.08.2025 on stepstone.de

Financing Specialist (m/w/d) Wealth Management and Private Banking

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 financial specialists are part of the Wealth Management/Private Banking division within the Privatcus Bank division. The financial specialists support our Wealth Management, Private Banking, Healing and Business Customers with the responsible structuring and monitoring of complex financing requests for different asset classes. Together with our colleagues from Relationship Management, we want to be a reliable, competent partner for all financial areas of life for our customers.

Position type: Full-time/Part-time JOBV1_DE

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. You 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 financial specialists are part of the Wealth Management/Private Banking division within the Privatcus Bank division. The financial specialists support our Wealth Management, Private Banking, Healing and Business Customers with the responsible structuring and monitoring of complex financing requests for different asset classes. Together with our colleagues from Relationship Management, we want to be a reliable, competent partner for all financial areas of life for our customers.

Position type: Full-time/Part-time Representative:in and main contact partner:in close cooperation with the generalist for all issues concerning real estate financing/residential financing and for the entire asset business for Wealth Management and Private Banking Customers Analysis of private and operational investment projects, their adaptation to operational and private conditions, plausibility and optimisation of tailor-made financing concepts, taking into account possible risks Implementation of defined credit processes, in particular taking over further implementation, including administrative activities within the framework of real estate financing/residential financing process Fast and high-quality processing of credit exposures and interface to relevant units in the credit process throughout the entire settlement up to complete valutation Recognition of cross-selling approaches within the 360° performance spectrum and coordinator:in for the structured specialist:internal use

Neukund:internal acquisition by active address and recommendation management as well as setup/acquisition and support of own intermediary networks

Successfully completed training as a banker/wife or banker with Frankfurt School Finance & Management / VWA degree or economic and legal studies Loan knowledge mainly in the field of real estate financing and comprehensive knowledge of the product range around the property Multiannual successful activity in the care of private and/or corporate customers Outstanding market knowledge in the real estate market Ulm Target-oriented, structured mode of operation while at the same time very pronounced quality awareness Embossed consulting and sales expertise and safe handling of the demanding customer portfolio Safe, binding and appropriate occurrence

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.

EnjoyTheBest – Use as an employee:in the best premium account in Germany free of charge.

DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your working day as it best fits you: whether in the office or remote. You want to travel longer? Take a Sabbatical and live with us New Private Banking Customer Advisor (m/w/d) Work.

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.

MakeInnovationHappen – FinTechs, Big Data, Bitcoins: Banking is rapidly developing. actively shape the digital transformation of one of the most changing industries by bringing your fresh perspective and innovative ideas.

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.

DontStopMoving – Be part of the HVB Club and take advantage of the flexibility of Gympass: Germany-wide, there are over 2,200 sports, fitness and wellness facilities available.

JOBV1_EN

Company location

Location

ava HypoVereinsbank - UniCredit - Deutschland
Ulm
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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