0Asset Client Advisor - Private Bank Lohhof Branch, Unterschleissheim near Munich (m/f/d)
HypoVereinsbank - UniCredit - Deutschland | Germany | 85xxx Unterschleißheim bei München | Permanent position | Part time - flexible / Full time / Home office | Published since: 16.04.2026 on stepstone.de

Asset Client Advisor - Private Bank Lohhof Branch, Unterschleissheim near Munich (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


UniCredit is a pan-European commercial bank with a unique product and service offering in Italy, Germany and Central and Eastern Europe. Our aim is to help society develop by providing the best for all those involved and thus a better morning for our customers: to create within Europe. We serve more than 15 million customers worldwide. They are the heart of our work in our markets. Digitization and our commitment to the ESG principles are essential prerequisites for our services. They help us to support our stakeholders excellently and to shape a sustainable future for our customers, society and our employees. As an employer, we offer equal opportunities. Together we create a working environment that welcomes diverse thinking and inclusive action. By listening to all voices and setting on "thanking diversity" regardless of gender, age, ethnic origin, sexual orientation, physical and mental abilities or cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, and a general improvement of the working environment with positive impact on productivity, well-being and commitment of our employees.

In the private customer bank we accompany our customers: in all financial matters – throughout all phases of life. In doing so, we are guided by the changing needs of our customers: Personal advice forms the core of our offer and goes hand in hand with powerful, continuously evolved digital services. Our goal is to create a seamless customer experience with modern store concepts, flexible access paths and innovative technologies. As an asset customer advisor (m/w/d), you are responsible for the holistic care and advice of wealthy private customers. Here you report to the branch or Senior Consultant (m/w/d). Type of employment: Full or part-time possible

Type of employment: Full or part-time possible

Your tasks • Your profile • What we offer

UniCredit is a pan-European commercial bank with a unique product and service offering in Italy, Germany and Central and Eastern Europe. Our aim is to help society develop by providing the best for all those involved and thus a better morning for our customers: to create within Europe. We serve more than 15 million customers worldwide. You are the heart of our work in our markets. Digitization and our commitment to the ESG principles are essential prerequisites for our services. You help us to support our stakeholders excellently and to shape a sustainable future for our customers, society and our employees. As an employer, we offer equal opportunities. Together we create a working environment that welcomes diverse thinking and inclusive action. By making all voices heard and rely on 'thanking diversity', regardless of gender, age, ethnic origin, sexual orientation, physical and mental abilities, or cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, and a general improvement of the working environment with positive impact on productivity, well-being and commitment of our employees.

In the private customer bank we accompany our customers: in all financial matters – throughout all phases of life. In doing so, we are guided by the changing needs of our customers: Personal advice forms the core of our offer and goes hand in hand with powerful, continuously evolved digital services. Our goal is to create a seamless customer experience with modern store concepts, flexible access paths and innovative technologies. As an asset customer advisor (m/w/d), you are responsible for the holistic care and advice of wealthy private customers. Here you report to the branch or Senior Consultant (m/w/d). Type of employment: Full or part-time possible

Type of employment: Full or part-time possible You don't just want to advise, you want to inspire? With us, you are the first point of contact for wealthy private customers: within and their families – up to a fortune of 1 million. Euro.

Your influence counts: You take on the holistic responsibility for the care and acquisition of these demanding customers: you build long-term, trusting relationships and develop individual strategies.

360° consulting: You analyze the needs of your client and develop customized solutions. The offer of our cooperation partners Allianz, Wüstenrot, Wealthcap and PlanetHome complements your advice.

Network growth: You win new customers: active and using recommendation management as a success factor

Teamwork – achieve more together! For special requirements, you are binding our expert: inside – together we deliver the best solution.

Regulatorics? Sure! You will implement all the requirements and ensure confidence.

Training & know-how: You have a completed bank training or a comparable study – ideally supplemented by an additional qualification. Experience that counts: Multiannual consulting practice with upscale private customers: inside. Consultant: You convince with high acquisition competence and exceptional negotiation skills. Regulatorik: expertise and reliability according to §87 WpHG you bring. Market understanding & analysis: You recognize opportunities, think strategically and strengthen the regional image of the bank. Sovereign appearance: High service orientation and binding communication are your strength. Personality: Self-initiative, flexibility and team spirit characterize you.

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.

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.

BalanceKidsAndCareer – We support you in childcare and make us strong for the reconciliation of family and profession. Be it through flexible working hours, financial grants such as birth and maternity allowances, or through a place in one of our daycare centers: with us you combine children and careers.

EnjoyCulture – Art and culture are the expression of human existence. With the exhibition platform in the HVB KunstCUBWe promote emerging young artists:inside and using the Hypo-Kulturstiftung, we are committed to ensuring that feelings, opinions and criticism continue to find a place in society. Enjoy culinary diversity at the Café-Restaurant Theatiner 8 in the Kunsthalle München and take advantage of numerous programs in Munich, Milan and Verona.

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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Location

ava HypoVereinsbank - UniCredit - Deutschland
Unterschleißheim bei München
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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