Wealth Management 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 affluent private clients and their families, taking end-to-end responsibility for their relationship with the bank. You will acquire new clients, develop tailored financial and wealth-planning strategies, and coordinate with specialists on complex matters. You will ensure compliance with applicable regulations and use referral management to grow your portfolio.
Requirements
- Completed banking training or a comparable degree, ideally with an additional qualification
- Several years of advisory experience with affluent private clients
- Client acquisition skills and negotiation ability
- Expertise and reliability in accordance with Section 87 of the German Securities Trading Act
- Market understanding and analytical skills
- Service orientation and strong communication skills
- German
Responsibilities
- Manage and acquire affluent private clients and their families
- Build long-term, trusted client relationships
- Develop individual financial and wealth-planning strategies
- Provide tailored pension and wealth-planning solutions
- Acquire new clients and use referral management
- Coordinate with specialists on complex client matters
- Comply with regulatory requirements
Benefits
- Flexible work arrangements, including office work, remote work throughout Germany, and work from EU countries
- Sabbatical
- Free premium bank account
- Retirement provision support
- Wellhub access
- JobRad bicycle leasing
- Discounted Deutschlandticket
- Childcare support
- Birth and maternity financial allowances
- Company daycare
- Cultural discounts
- Access to partner guesthouses