HypoVereinsbank - UniCredit - Deutschland | Germany | 10xxx, 14xxx, 13xxx, 12xxx Berlin | Permanent position | Part time - flexible / Full time / Home office | Published since: 13.01.2026 on stepstone.de
Wealth Management Advisor - Private Bank (m/f/d)
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 – Commercial Banking we offer customers a contemporary mix of classic 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 private customers. You will report to the branch or branch Manager (m/w/d).
Type of employment: Full or part-time possible
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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 – Commercial Banking we offer customers a contemporary mix of classic 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 private customers. You will report to the branch or branch Manager (m/w/d).
Type of employment: Full or part-time possible Self-employed, demand-oriented and holistic advice from up-to-date private customers (focus on premium and individual customers). Consulting and sales of the VKB product range Developing complex solutions that match the customer's asset and life situation across all fields of demand New customer acquisition by active address and recommendation management integration and transfer to real estate or property Asset successor experts with corresponding specific customer needs Supporting the Bank's multi-channel orientation on site (including active customer response to direct and mobile banking, transfer to online stores, use of the offered remote channels) Ensuring customer satisfaction through excellent advice and service, as well as active customer complaint management penetration and further development of the entire customer base through systematic customer support with the help of consulting and CRM tools Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility
Senior Consultant (m/w/d) Senior Consultant (m/w/d) Multiannual professional experience in the advice of (higher) private customers: Safe handling of relevant IT systems Impressed consulting skills and sales affinity with final orientation Target-oriented, structured working and extraordinary negotiation skills Analytical competence for potential-oriented market management and regional image care and development Safe, binding appearance and above average high service orientation Joy of contact with customers Embossed team capacity High commitment and flexibility in everyday work Willingness to further develop (distributive) skills Readiness to learn to accept new things, in particular openness to the use of new media The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV and IDD according to §34 para.9 GewO
LiveOurCulture – We don't just do our work, but experience and shape it together. As a real team, we communicate at eye level #GernPerDu, appreciate every opinion and are convinced that success is based on People Empowerment.
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.
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
Location
![]() | HypoVereinsbank - UniCredit - Deutschland | |
| Berlin | ||
| 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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