Asset Client Advisor - VKB (m/w/d) Private Bank

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.

Our experienced team of 11 asset customer advisers:inside, wealthy private customers:inside. Together we value the wealth and life situation correctly and develop suitable and complex solutions. An excellent consultation and an excellent service are of course for us.

Position type: Full-time/Part-time • Self-employed, needs-oriented and holistic advice from up-to-date private customers (focus on premium and individual customers). Consultancy and sales of the asset-customer product range • Developing complex solutions that match the customer's asset and life situation across all fields of demand • Perpendence and further development of the entire customer base through systematic customer support with the aid of the consulting and CRM tools • New customer acquisition by active address and recommendation management • Integration and transfer to real estate and/or real estate Asset successor expert:in case of corresponding specific customer needs • support for the multi-channel orientation of the bank on site (including active response of customers to direct and mobile banking, use of the offered remote channels) • Ensuring customer satisfaction through excellent advice and service, as well as active complaint management at the customer • Consistent application of the applicable regulatory regulations within the scope of the job-specific responsibility

(m/w/d) • Bankfachwirt:in or Betriebswirt:in(m/w/d) VWA or Fachhochschulen • Multiannual professional experience in the advice of high-quality private customers:inside • The job requires proof of the expertise and reliability for investment consultants:inside §87 WpHG and WpHGMaAnzV • Embossed consulting competence and sales affinity with final orientation • Target-oriented, structured working methods and extraordinary negotiation skills • Analytical competence for potential-oriented market management and regional image care and development • Safe, binding occurrence and above-average service orientation • Joy in contact with customers • Precise team skills • High commitment and flexibility in working life

• Your health and mobility are at our heart – so you can access sports, job bikes, and job tickets within public transport. • You will never learn from us – learn about our versatile channels (e.g. GoodHabitz, EDX, Working Out Loud). • You are part of a dynamic environment – an international company with regional unity awaits you. • actively shape the digital transformation of the financial sector – from digital product offering and internal agile projects to our long-term goal of a paperless bank. JOBV1_EN