Investment Specialist (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 6 investment specialists:inside, private customers operate in our North Bavarian region in the associated market area. Together with our colleagues from asset and corporate customer consulting, we value the asset 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 Contact person:in and representative:in the assigned market area for Affluent and SMC customers Specialist:in and thus competence for active, systematic and earnings-oriented consulting focuses on Affluent customers with a financial facility volume of between 500 TEUR and 1 million. EUR and SMC customers with their total private or operational financial assets up to approx. EUR 1 million Strategic asset management with focus on growth, profitability and customer satisfaction with the HVB product solutions in the plant and precautionary area Support for regional leaders in asset issues Integration or transfer to other specialists:in particular asset planners, generalists and cooperation partners:in the case of corresponding specific customer needs Consistent application of the applicable regulatory regulations (e.g. quality declarations of suitability) Acquisition of new customers and new volumes through active consultation and recommendation management to increase the “share of wallet” at Affluent and SMC customers

Successfully completed training to the bank businessman/wife and completion of professional courses, e.g. DVFA, VWA or Completion of an academic degree or other appropriate training Multiannual successful sales activities in the field of investment The body requires proof of the expertise and reliability for investment consultants according to § 87 WpHG and WpHGMaAnzV Proven specialist and sales competence in the plant and precautionary area Embossed methodological and social competence for the transfer of specialist topics to employees Excellent skills in the analysis and structuring of asset portfolios under return --, risk and tax aspects Strong acquisition skills and joy in active approach to customers:inside/non-kund:inside Active implementation of analytical and strategic competence for systematic, target groups and potential-oriented market management as well as regional image building and care for HVB Knowledge of the private or operational asset in the business customer:inside/company customers, in particular expertise in tax aspects of the asset at jur. Persons High general education and high interest in economic and political daily events Self-confident, competent and target group adequate appearance with appropriate appearance Very high engagement, chronological resilience and flexibility negotiating skills and acquisition strength, extraordinary final safety and very high self-motivation Communication and team skills Willingness to further develop sales skills

• 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