Asset Client Advisor (m/w/d) - Private Clients Bank Region Munich

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.

In the private customer Bank – Commercial Banking we offer customers a contemporary mix of classic branches, online stores, online and mobile banking as well as video and telephone consulting. In a modern environment, we advise holistically and according to requirements with a wide range of solutions for every situation of our customers. A variety of awards prove our consulting expertise and the quality of our products.

As an asset customer consultant (m/w/d), you are responsible for the holistic care and advice of wealthy private customers. Please report to the branch manager (w/m/d).

Position type: Full-time/Part-time Self-employed, needs-oriented and holistic advice from up-to-date private customers Developing complex solutions that match the customer's asset and life situation across all areas of need New customer acquisition by active address and recommendation management penetration and further development of the entire customer base through systematic customer support with the help of consulting and CRM tools Ensuring customer satisfaction through excellent advice and service, as well as active customer complaint management Consistent application of the applicable regulatory regulations within the scope of job-specific responsibility

Successfully completed training as a banking businessman and/or banker (w/m/d) or business manager (w/m/d) in VWA and/or technical university studies Multiannual professional experience in consulting (higher) private customers The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV Target-oriented, structured working and extraordinary negotiation skills Safe, binding appearance and above average high service orientation High commitment and flexibility in everyday work

JoinOurTeam – Our employees are 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. You will also be part of our team.

LiveOurCulture – We don't just do our work, but experience and shape it together. As a real team, we communicate at eye level #GernPerDu, appreciate every opinion and are convinced that success is based on People Empowerment.

ThinkEuropean – We are not only one of Germany's largest financial institutions, but also internationally active and successful as part of UniCredit. We offer a pan-European company with regional unity and exciting career opportunities in the most exciting cities in the world.

MakeInnovationHappen – FinTechs, Big Data, Bitcoins: Banking is rapidly developing. actively shape the digital transformation of one of the most changing industries by bringing your fresh perspective and innovative ideas.

EmpowerCommunitiesToProgress – We have committed ourselves to sustainable and social values: Social Impact Banking and Sustainable Finance are part of our DNA. For us, value added means more than just creating financial values. Apply for special holidays and also engage in one of our projects such as the Employee-Volunteering Program “Ehrensache!” or “We for the Region”.

UnlockYourPotential – With us, you can design your training independently and individually: with extensive training measures, strategic and future-oriented development programs or individual mentoring, we give your career a perspective. In addition, up to 3h/month of your working time includes your personal development – whether design thinking, storytelling, mindfulness or time management, you decide!

ComeAsYouAre – We are committed to a fair and inclusive relationship. That is why we have signed the Charter of Diversity, one of the Valuable 500 and promote people with disabilities in the working world. The UniCorns represent our LGBTQI+ colleagues, while with our Gender Diversity Programme we provide equal opportunities. Inclusion is a responsibility that we are aware of and we like to wear.

EnjoyTheBest – Take advantage of Germany's best premium account for free.

CareNowForLater – We will also provide you in the future. In addition to monthly salary payments, pension provision is a topic that you should not deal with at the beginning of the pension. We therefore support your financial provision for retirement from the first day.

DontStopMoving – Become part of the HVB Club and take advantage of the flexibility of Wellhub: Germany-wide, there are over 2,200 sports, fitness and wellness facilities available. Because movement for us not only means health, but also sustainability, we also offer you job bikes and job tickets within your public transport.

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

StayHappyAndHealthy – Your physical and mental health is our heart. Our psychosocial advice, the digital health weeks, vaccinations and many other initiatives ensure that you are balanced by your private and working life.

EnjoyCulture – Art and culture are the expression of human existence. With the exhibition platform in the HVB KunstCUBWe encourage emerging young artists:inside and with the UniCredit Septemberfest and the Hypo-Kulturstiftung, we are committed to ensuring that feelings, opinions and criticism continue to find a place in society. Take advantage of our discounts for numerous programs in Munich, Milan and Verona.

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