Wealth Management Client 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, manage and acquire client relationships, and develop tailored strategies for every life stage. You will provide pension and wealth-planning solutions, win new clients through referrals, involve specialists on complex matters, and apply regulatory requirements reliably.
Requirements
- Banking qualification or comparable degree
- Several years of advisory experience with affluent private clients
- Client acquisition
- Negotiation
- WpHG Section 87 expertise
- Financial analysis
- Regional market knowledge
Responsibilities
- Advise affluent private clients and their families
- Manage and acquire client relationships
- Develop tailored financial strategies across client life stages
- Provide pension and wealth-planning solutions
- Win new clients and use referral management
- Involve specialists in complex client matters
- Apply regulatory requirements
Benefits
- Flexible work arrangements, including remote work in Germany or elsewhere in the EU
- Sabbatical
- Free premium bank account
- Retirement provision support
- Wellhub sport, leisure, and wellness network
- JobRad leasing
- Discounted Deutschlandticket
- Childcare support
- Birth and maternity allowances
- Childcare center places
- Cultural-program discounts
- Access to partner guesthouses