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HypoVereinsbank - UniCredit - Deutschland | Germany | 21xxx Lüneburg | Permanent position | Full time / Home office | Published since: 09.08.2025 on stepstone.de

Asset Client Advisor (m/w/d)

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


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.

Position type: Full-time JOBV1_EN

Your tasks • Your profile • What we offer

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.

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.

Position type: Full-time Self-employed, demand-oriented and holistic advice from up-to-date private customers (focus on premium and individual customers). Developing complex solutions that match the customer's asset and life situation across all fields of demand New customer acquisition by active address and recommendation management integration and transfer to real estate or property Asset successor experts with corresponding specific customer needs Supporting the Bank's multi-channel orientation on site (including active customer response to direct and mobile banking, transfer to online stores, use of the offered remote channels) Ensuring customer satisfaction through excellent advice and service, as well as active customer complaint management

Senior Consultant (m/w/d) Senior Consultant (m/w/d) Multiannual professional experience in the advice of (higher) private customers: Impressed consulting skills and sales affinity with final orientation Target-oriented, structured working and extraordinary negotiation skills Analytical competence for potential-oriented market management and regional image care and development Safe, binding appearance and above average high service orientation Joy of contact with customers Embossed team capacity High commitment and flexibility in everyday work Willingness to further develop (distributive) skills Readiness to learn to accept new things, in particular openness to the use of new media The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV and IDD according to §34 para.9 GewO

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.

UnlockYourPotential – 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. In addition, up to 3h/month of your working time includes your personal development – whether design thinking, storytelling, mindfulness or time management, you decide!

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.

JOBV1_EN

Company location

Location

ava HypoVereinsbank - UniCredit - Deutschland
Lüneburg
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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