Relationship Manager Wealth Management
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 acquire and build long-term relationships with ultra-high-net-worth clients. You will develop tailored wealth strategies, conduct regular strategy discussions, implement agreed actions, coordinate specialists, and deliver excellent advisory services. You will help expand market penetration and ensure client satisfaction.
Requirements
- Banking qualification, an economics-related university degree, or professional training from Frankfurt School or VWA
- At least 5 years of active client-business experience in the segment with own client responsibility as a senior adviser
- Proven success acquiring, advising, and supporting affluent private, business, or corporate clients
- Experience planning and implementing complex wealth arrangements with multiple internal and external partners
- Experience working with ultra-high-net-worth individuals
- Qualification and reliability certification for investment advisers under Section 87 WpHG and WpHGMaAnzV
- German investment advisory regulation
- Client acquisition
- Wealth management
- Portfolio management
- Real estate advisory
- Coordination
Responsibilities
- Acquire and develop long-term relationships with ultra-high-net-worth clients
- Develop tailored long-term wealth strategies and client solutions
- Conduct regular client strategy discussions
- Implement agreed client measures
- Coordinate specialists to deliver optimal client solutions
- Collaborate with corporate and investment-banking functions
- Ensure client satisfaction through excellent advisory services and service
Benefits
- Free premium bank account
- Retirement savings support from the first day
- Wellhub access
- Access to sports, leisure, and wellness facilities
- JobRad bicycle leasing at attractive terms
- Discounted Deutschlandticket
- Access to partner guest houses
