Investment Specialist (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. 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 work for the Nord-Ost region in a team together with about 25 investment specialists or asset planners, and you are a contact person as well as a representative of the asset management with a focus on Affluent customers. Brunswick, Buxtehude, Lüneburg or Hamburg-Bergedorf would also be possible as the first place of work.

Type of employment: Full time • Contact person:in and representative in the associated market area for the asset management of Affluent and Corporates customers • Specialist and thus competence for active, systematic and earnings-oriented consulting focuses on Affluent customers with a financial asset volume between 500 TEUR and 1 million EUR and Corporates Customers with their total private or operational financial assets up to approximately EUR 1 million • Strategic asset management with a focus on growth, profitability and customer satisfaction with the HVB product solutions in the investment and precautionary sector • Support of the region's management in asset issues • Integration or Transfer to other specialists - in particular asset planners, generalists and cooperation partners with corresponding specific customer requirements • 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” among Affluent and Corporates customers • Successfully completed training to the bank businessman/wife and completion of professional courses, e.g. DVFA, VWA or • Multiannual successful sales activities in the field of investment • The body requires proof of the expertise and reliability of investment consultants. • High level of expertise and skills

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