HypoVereinsbank - UniCredit - Deutschland | Germany | Ulm | Permanent position | Part time - flexible / Full time / Home office | Published since: 21.03.2025 on stepstone.de
Private Banking Kundenberater (m/w/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. 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.
Private Banking – The customer advice, where the name program is and the customer is at the center. We are the first contact person for our most demanding private customers with a fixed asset of 1 million and offer customized solutions and an open ear for all financial goals and possibilities. The topic begins with all kinds of financing, asset management, asset management, private equity, asset succession and individual offers, such as our Classic Cars advice and self-structured certificates. The business relationship always takes place at an eye level.
Position type: Full-time/Part-time JOBV1_DE
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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.
Private Banking – The customer advice, where the name program is and the customer is at the center. We are the first contact person for our most demanding private customers with a fixed asset of 1 million and offer customized solutions and an open ear for all financial goals and possibilities. The topic begins with all kinds of financing, asset management, asset management, private equity, asset succession and individual offers, such as our Classic Cars advice and self-structured certificates. The business relationship always takes place at an eye level.
Position type: Full-time/Part-time Self-support and acquisition of wealthy customers and your families (HNWI and U-HNWI) from the private banking segment with assets from 1 million. Euro Building and further development of a customer portfolio Conducting regular comprehensive demand analyses within the 360° performance spectrum Development of individual asset strategies based on the internal investment strategy, with the aim of offering suitable solutions across all fields of demand for the customer on his asset and life situation Systematic use of information tools and solution-oriented action in the customer relationship to optimally penetrate and develop the customer base
Successfully completed training as a banking businessman and/or successfully completed university studies or comparable other training (e.g. ebs training) Multiannual professional experience as a successful customer service provider of asset, business or corporate customers High consulting and acquisition competence, as well as exceptional negotiation skills KnowHowim Active and Passive Business and Planning Complex Assets The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV Excellent market knowledge and very good general education Analytical Competence for Market Processing and Regional Image Care and Building of the Bank
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. Become part of our team.
EnjoyTheBest – Use as an employee:in the best premium account in Germany free of charge.
DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your working day as it best fits you: whether in the office or remote. You want to travel longer? Take a Sabbatical and live with us New Private Banking Customer Advisor (m/w/d) Work.
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 two children's daycare centers.
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 a special holiday and you can also work in one of our projects such as the Employee Volunteering Program “Ehrensache!” or “We for the Region”.
UnlockYourPotential – With us, you shape your training independently and individually: courses at renowned universities such as Harvard or MIT are just one of many possibilities. With extensive training measures, strategic and future-oriented development programs or individual mentoring, we give your career a perspective.
DontStopMoving – Be part of the HVB Club and take advantage of the flexibility of Gympass: Germany-wide, there are over 2,200 sports, fitness and wellness facilities available.
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Company location
Location
![]() | HypoVereinsbank - UniCredit - Deutschland | |
Ulm | ||
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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