Private Banking Senior Advisor
UniCredit is a pan-European commercial bank serving individuals, businesses and institutions across Italy, Germany, Austria, and Central and Eastern Europe.
About UniCredit
UniCredit is a Milan-headquartered European banking group providing corporate, individual and payment solutions to more than 20 million clients. It currently maintains digital-asset capabilities including crypto-linked investment products, asset tokenisation, DLT settlement initiatives and an investment in BlockInvest.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the central contact for clients and provide excellent, needs-based, service-oriented personal advice. You will develop tailored solutions for clients with investment needs, take overall responsibility for client service, acquire and maintain client relationships, and actively contribute to growth plans.
Requirements
- Extensive securities knowledge
- Practical experience in investment advisory
- Sound commercial banking education
- Ability to acquire new clients
- Negotiation skills
- Communication skills
- Commitment
- Teamwork
- Sound written and spoken English is an advantage
Responsibilities
- Serve as the central contact for all client matters
- Provide needs-based and service-oriented personal advice
- Develop tailored solutions for clients with investment needs
- Take overall responsibility for client service
- Build and maintain new client relationships
- Contribute actively to growth plans
Benefits
- Company laptop
- Company mobile phone
- Flexible working hours
- Restaurant or grocery voucher card
- Social allowances
- Public transport ticket
- Company bicycle
- Holistic health management
- Social fund for challenging life situations
- Employee discounts
- Group supplementary insurance
