Investment Advisor Wealth Management & Private Banking (m/f/d)

HypoVereinsbank is part of UniCredit, a leading pan-European commercial bank offering first-class solutions and services in Italy, Germany, Austria, Central and Eastern Europe.

Our vision is to be the bank for the future of Europe. Our claim is: Empower Communities to Progress. It includes offering first-class products and services to all stakeholders, thereby bringing the potential of our customers throughout Europe.

Our common culture links our employees across all countries and strengthens cooperation, consistent implementation and ambition – supported by our values of integrity, ownership and caring.

Be part of us and shape the bank for the future of Europe!

The Team Key Client Solutions & Investment Advisory operates within the Wealth Management and Private Banking of the HypoVereinsbank, using our extensive network within the UniCredit Group, to offer our customers customized and cross-division solutions. We specialize in individual investment and credit strategies that are developed in tandem with the relationship manager together with the customer in the course of a strategic dialogue. We accompany and coordinate the entire pitch process with a focus on liquidity events, realignment within the family or the company as well as succession situations.

Type of employment: Full time Responsibility for expanding and deepening customer relationships with the most demanding customers within the private customer bank, with strong focus on Private Banking & Wealth Management of the South-West region (Locations: Freiburg, Stuttgart, Baden-Baden, Ulm) Development of high-professional, holistic and long-term asset strategies for challenging and highly complex concerns and asset constellations of (U)HNWIs Advising family offices and clients with similar (semi) institutional requirements “Sounding-Board” for Global Investment Solutions Analysis of existing customer portfolios with regard to risks and yield potentials Analysis and evaluation of assets of different asset classes (shares, corporate bonds, etc.). Focus on equity incl. Derivatives structures Advising stocks, bonds, funds and structured products as well as implementing portfolio safeguard strategies Communication of our home opinion on the capital market and based on active development of investment ideas in the current market environment and implementation in the depot incl. Order processing Exhaustion of customer potential together with regional relationship managers

A degree in economics or similar theoretical training (CFA, CIIA etc.) Long-term capital market experience as well as experience in (semi) institutional customer service, in particular in equity products, based structures and derivatives Wide and deep knowledge of different financial and capital market products across all asset classes, as well as experience in the development of multi-system investment strategies Impressed team and cooperation capability as well as maximum self-initiative, commitment, flexibility, integrity and reliability Very pronounced customer and service orientation as well as the highest result and solution orientation, efficient, systematic analytical operation, perseverance and a pronounced desire for success Moderation/communication capability Personal appearance and rhetorical skills at the highest level Impressed stress resistance High conflict resolution competence German and English skills The body requires proof of expertise and reliability in accordance with § 87 WpHG and a property competence

JoinOurTeam – Our employees: the driving force behind our success and thus our highest good. Because we are aware of our responsibility as an employer, we were once again recognized as a top employer. Be part of our team.

UnleashYourPotential – 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.

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.

DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your daily work as it best fits you and allows you to do it: whether in the office, remotely in Germany or from the EU country. You want to travel longer? Then take a Sabbatical and discover the possibilities of New Work with us.

EnjoyTheBest – Use as an employee:in the best premium account in Germany free of charge.

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: A comprehensive network of sports, leisure and wellness facilities is available throughout Germany. In addition, you benefit from an international partner network that allows you to access offers around the globe. Because movement for us is not only health, but also sustainability, we also offer you the opportunity to lease a JobRad on attractive conditions and to use the German ticket for discounted conditions. We support you in an active lifestyle while promoting environmentally friendly, cost-effective mobility.

RelaxInNature – Mountains or Lakes? You have the quality of choice, because the guesthouses of our partner Food & More offer both! While a breathtaking Alpine panorama awaits you at the Markbachjochhütte in Austria at an altitude of 1,500 metres, Haus Freudenberg am Schliersee invites you to relax and enjoy with a private swimming jet. And not only that – it is also perfect as a venue for weddings or round birthday parties. As a HVB employee, you benefit from the use of these two unique locations – together with family, friends and friends.

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