Asset Client Advisor - Privatkundenbank Filiale Sonthofen (m/f/d)

UniCredit is a pan-European commercial bank with a unique product and service offering in Italy, Germany and Central and Eastern Europe. Our aim is to help society develop by providing the best for all those involved and thus a better morning for our customers: to create within Europe. We serve more than 15 million customers worldwide. You are the heart of our work in our markets. Digitization and our commitment to the ESG principles are essential prerequisites for our services. You help us to support our stakeholders excellently and to shape a sustainable future for our customers, society and our employees. As an employer, we offer equal opportunities. Together we create a working environment that welcomes diverse thinking and inclusive action. By making all voices heard and rely on 'thanking diversity', regardless of gender, age, ethnic origin, sexual orientation, physical and mental abilities, or cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, and a general improvement of the working environment with positive impact on productivity, well-being and commitment of our employees.

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. 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. 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 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: 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. Be part of our team.

UnleashYourPotential – With us, you shape your training independently and individually. With extensive training measures, strategic and future-oriented development programs or individual mentoring, we give your career a perspective.

ThinkEuropean – We are not only one of Germany's largest financial institutions, but also internationally active and successful as part of UniCredit. We offer you a pan-European company with regional unity and exciting career opportunities in the most exciting cities in the world.

DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your daily work as it best fits you and allows you to do it: whether in the office, remotely in Germany or from the EU country. You want to travel longer? Then take a Sabbatical and discover the possibilities of New Work with us.

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

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 – Use the flexibility of Wellhub: A comprehensive network of sports, leisure and wellness facilities is available throughout Germany. In addition, you benefit from an international partner network that allows you to access offers around the globe. Because movement for us is not only health, but also sustainability, we also offer you the opportunity to lease a JobRad on attractive conditions and to use the German ticket for discounted conditions. We support you in an active lifestyle while promoting environmentally friendly, cost-effective mobility.

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 daycare centers: with us you combine children and careers.

EnjoyCulture – Art and culture are the expression of human existence. With the exhibition platform in the HVB KunstCUBWe promote emerging young artists:inside and using the Hypo-Kulturstiftung, we are committed to ensuring that feelings, opinions and criticism continue to find a place in society. Enjoy culinary diversity at the Café-Restaurant Theatiner 8 in the Kunsthalle München and take advantage of numerous programs in Munich, Milan and Verona.

RelaxInNature – Mountains or Lakes? You have the quality of choice, because the guesthouses of our partner Food & More offer both! While a breathtaking Alpine panorama awaits you at the Markbachjochhütte in Austria at an altitude of 1,500 metres, Haus Freudenberg am Schliersee invites you to relax and enjoy with a private swimming jet. And not only that – it is also perfect as a venue for weddings or round birthday parties. As a HVB employee, you benefit from the use of these two unique locations – together with family, friends and friends.

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