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, providing holistic financial advice across life stages. You will develop tailored wealth and retirement-planning solutions, acquire new clients, manage referrals, involve specialists for complex matters, and ensure regulatory compliance.
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 skills
- Expertise and reliability under Section 87 of the German Securities Trading Act
- Knowledge of market opportunities and strategic analysis
- Service orientation and communication skills
Responsibilities
- Advise affluent private clients and their families on financial matters
- Manage and acquire affluent client relationships
- Develop individual financial, wealth-planning, and retirement solutions
- Acquire new clients through active outreach and referral management
- Involve specialists in complex client matters
- Apply all regulatory requirements
Benefits
- Flexible work arrangements, including office work, remote work in Germany, and work from other EU countries
- Sabbatical option
- Free premium bank account
- Retirement provision support from the first day
- Wellhub access
- Job bike leasing
- Discounted Deutschlandticket
- Childcare support
- Birth and maternity allowances
- Cultural discounts
- Access to partner guest houses