0Asset Client Advisor - VKB (m/w/d) Private Bank
HypoVereinsbank - UniCredit - Deutschland | Germany | 04xxx Leipzig | Permanent position | Part time - flexible / Full time / Home office | Published since: 25.11.2025 on stepstone.de

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

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.

You are the first point of contact for our premium and individual customers. With your know-how and passion for advice, you develop tailor-made solutions that perfectly match the life and wealth situation of our customers:

Position type: Full-time/Part-time

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.

You are the first point of contact for our premium and individual customers. With your know-how and passion for advice, you develop tailor-made solutions that perfectly match the life and wealth situation of our customers:

Position type: Full-time/Part-time Holistic, demand-oriented consulting of upscale private customers: personal and digital Development of individual concepts across all fields of demand Active new customer acquisition and professional recommendation management Cooperation with Expert:Inside for Real Estate and Asset Succession Promotion of multi-channel strategy: direct, mobile and online banking Ensuring highest customer satisfaction including professional complaint management Use of modern CRM tools for systematic support and further development of the customer base Compliance with all regulatory requirements in the area of responsibility

Completed training as a banker or comparable qualification Continuing training to the banker, farmer or completed studies desirable Multiannual experience in advising upscale private customers: Sales strength, final orientation and strong consulting competence Safe handling of digital tools and openness for new technologies Analytical thinking, structured working and negotiation skills High service orientation, teamability and flexibility Detection of the subject according to §87 WpHG and IDD according to §34 para.9 GewO

Attractive remuneration Flexible working models – Homeoffice & modern jobs Further education & career paths – e.g. Frankfurt School, Leadership programs Health & Wellbeing offers – from fitness to mental health Corporate Benefits – discounts, mobility offers, bike leasing International Network – Working at UniCredit Group

Location

ava HypoVereinsbank - UniCredit - Deutschland
Leipzig
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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