0Asset Client Advisor - Privatkundenbank Region München (m/f/d)
HypoVereinsbank - UniCredit - Deutschland | Germany | 81xxx, 80xxx München | Permanent position | Part time - flexible / Full time | Published since: 13.02.2026 on stepstone.de

Asset Client Advisor - Privatkundenbank Region München (m/f/d)

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.

In the private customer bank we accompany our customers: in all financial matters – throughout all phases of life. In doing so, we are guided by the changing needs of our customers: Personal advice forms the core of our offer and goes hand in hand with powerful, continuously evolved digital services. Our goal is to create a seamless customer experience with modern store concepts, flexible access paths and innovative technologies.

Type of employment: Full or part-time possible

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.

In the private customer bank we accompany our customers: in all financial matters – throughout all phases of life. In doing so, we are guided by the changing needs of our customers: Personal advice forms the core of our offer and goes hand in hand with powerful, continuously evolved digital services. Our goal is to create a seamless customer experience with modern store concepts, flexible access paths and innovative technologies.

Type of employment: Full or part-time possible More than advice: With us, you are the first point of contact for wealthy private customers: in addition to a wealth of 1 million. Euro. Designs instead of managing: You take on the holistic responsibility for the care and acquisition of these demanding customers: you build long-term, trusting relationships and develop individual strategies for all phases of life. 360° consulting: With strong partners such as Allianz, you offer tailor-made concepts – from precaution to asset planning. Network Power: You win new customers: active and use recommendation management as your success factor. Teamspirit: In complex topics, you get our expert: inside the boat – together we deliver the best solution. Regulatorics? Sure! You will implement all the requirements and ensure confidence.

Training & know-how: You have a completed bank training or a comparable study – ideally with additional qualification. Experience that counts: Multiannual consulting practice with upscale private customers: inside. Consultant: You convince with high acquisition competence and strong negotiation skills. Regulatorik: expertise and reliability according to §87 WpHG you bring. Market understanding & analysis: You recognize opportunities, think strategically and strengthen the regional image of the bank. Sovereign appearance: High service orientation and binding communication are your strength. Personality: Self-initiative, flexibility and team spirit characterize you.

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: There are over 2,900 fitness, leisure and wellness facilities available throughout Germany, and even abroad you have access to the 53,000 partner facilities worldwide. Because movement for us not only means health, but also sustainability, we also offer you the opportunity to lease a JobRad and to receive the German ticket for only €25 instead of €63 per month. We support you in an active lifestyle and promote environmentally friendly, cost-effective mobility.

UnlockYourPotential – 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. In addition, up to 3h/month of your working time includes your personal development – whether design thinking, storytelling, mindfulness or time management, you decide!

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.

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”.

ComeAsYouAre – We are committed to a fair and inclusive relationship. That is why we have signed the Charter of Diversity, one of the Valuable 500 and promote people with disabilities in the working world. The UniCorns represent our LGBTQI+ colleagues, while with our Gender Diversity Programme we provide equal opportunities. Inclusion is a responsibility that we are aware of and we like to wear.

Location

ava HypoVereinsbank - UniCredit - Deutschland
München
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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