HypoVereinsbank - UniCredit - Deutschland | Germany | München | Permanent position | Part time - flexible / Full time / Home office | Published since: 08.04.2025 on stepstone.de
Senior Client Advisor Private Banking (m/w/d) Munich Region
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 private banking, we are among the top providers in the German market. Our customers are always at the heart of our highly qualified customer advisors. In addition, our customers can rely on specialists for complex topics.
Position type: Full-time/Part-time JOBV1_DE
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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 private banking, we are among the top providers in the German market. Our customers are always at the heart of our highly qualified customer advisors. In addition, our customers can rely on specialists for complex topics.
Position type: Full-time/Part-time New customer acquisition in the area of private banking through active speech and recommendation management Self-supporting of wealthy customers in the area of Private Banking Implementation of regular extensive demand analyses Developing individual asset strategies on the basis of the global investment strategy with the aim of offering suitable solutions across all fields of demand for the customer on his asset and life situation Integration or transfer to specialists with corresponding specific customer requirements Ensuring customer satisfaction through excellent customer advice and service Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility
Successfully completed training as a banking businessman and/or successfully completed university studies or comparable other training (e.g. ebs training) Multiannual professional experience as a successful customer service provider of asset, business or corporate customers High consulting and acquisition competence, as well as exceptional negotiation skills Know-how in the asset and liabilities business as well as in the planning of complex assets The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV Excellent market knowledge and very good general education Analytical Competence for Market Processing and Regional Image Care and Building of the Bank High level of initiative and commitment as well as flexibility in everyday work Embossed team and cooperation capability
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? Then take a Sabbatical and live with us New 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 special holidays and also you can work in one of our projects such as the EmployeeVolunteeringProgramm “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 – Take advantage of the flexibility of Wellhub: Germany-wide, more than 2,200 sports, fitness and wellness facilities are available JOBV1_DE
Company location
Location
![]() | HypoVereinsbank - UniCredit - Deutschland | |
München | ||
Germany |
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