Wealth Management Advisor (m/f/d) Marktoberdorf Branch

HypoVereinsbank is part of UniCredit, a leading pan-European banking group, offering first-class solutions and services in Italy, Germany, Austria, Central and Eastern Europe.

Our vision is to be the Bank for Europe's Future. Our claim is: Empower Communities to Progress. It includes offering first-class products and services to all stakeholders, thereby unlocking the potential of our customers and employees across Europe.

Our shared culture connects our employees across all countries and strengthens collaboration, consistent implementation, and ambition – driven by our values of Integrity, Ownership, and Caring.

Become part of us too and shape the bank for Europe's future!

In Private Banking, we support our customers holistically in all financial matters – across all life stages. We orient ourselves towards the changing needs of our customers: Personal advice is at the core of our offering and goes hand in hand with high-performance, continuously developed digital services. Our claim is to create a seamless customer experience with modern branch concepts, flexible access channels, and innovative technologies.

Employment Type: Full-time or part-time possible
Tasks

• More than advice: With us, you are the first point of contact for affluent private customers and their families – up to a wealth of 1 million Euros.
• Shape instead of manage: You take holistic responsibility for the support and acquisition of these demanding customers, build long-term, trusting relationships, and develop individual strategies for all life stages.
• 360° Advice: With strong partners like Allianz, you offer tailor-made concepts – from retirement planning to wealth management.
• Network Power: You actively acquire new customers and use referral management as your success factor.
• Team Spirit: For complex topics, you bring in our experts – together we deliver the best solution.
• Regulatory compliance? Of course! You reliably implement all requirements and ensure trust.

Profile

• Education & Know-how: You have a completed banking apprenticeship or a comparable degree – ideally with additional qualifications.
• Experience that counts: Several years of advisory experience with affluent private clients.
• Advisory talent: You convince with high acquisition competence and pronounced negotiation skills.
• Regulatory compliance: You bring the necessary expertise and reliability according to §87 WpHG.
• Market understanding & Analysis: You recognize opportunities, think strategically, and strengthen the regional image of the bank.
• Confident demeanor: High service orientation and clear communication are your strengths.
• Personality: Initiative, flexibility, and team spirit characterize you.

We Offer

• #JoinOurTeam – Our employees are the driving force behind our success and therefore our greatest asset. Because we are aware of our responsibility as an employer, we have once again been awarded Top Employer. Become part of our team too.
• #UnleashYourPotential – With us, you shape your further training independently and individually. With extensive qualification measures, strategic and future-oriented development programs, or individual mentoring, we give your career a perspective.
• #ThinkEuropean – We are not only one of the largest financial institutions in Germany, but as part of UniCredit, we are also active and successful internationally. With us, you can expect a pan-European company with regional ties and exciting career opportunities in the most exciting cities in the world.
• #DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your working day in a way that best suits you: whether in the office, remotely throughout Germany, or from an EU country. Do you want to travel for longer? Then take a sabbatical and discover the possibilities of New Work with us.
• #EnjoyTheBest – As an employee, you can use Germany's best premium account free of charge.
• #CareNowForLater – We also take care of your future. Because in addition to monthly salary payments, retirement provision is a topic that you should not only deal with at the beginning of your retirement. That's why we support your financial provision for retirement from day one.
• #DontStopMoving – Utilize the flexibility of Wellhub: A comprehensive network of sports, leisure, and wellness facilities is available to you throughout Germany. In addition, you benefit from an international partner network that gives you access to offers around the globe. Because for us, movement means not only health but also sustainability, we also offer you the opportunity to lease a JobRad at attractive conditions and to use the Deutschlandticket at reduced rates. This is how we support you in an active lifestyle and at the same time promote environmentally friendly, cost-efficient mobility.
• #BalanceKidsAndCareer – We support you with childcare and advocate for the compatibility of family and work. Whether through flexible working hours, financial subsidies such as birth and maternity pay, or a place in one of our daycares: With us, you can combine children and career.
• #EnjoyCulture – Art and culture are expressions of human existence. With the exhibition platform in the HVB KunstCUBEs, we support emerging young artists and, with the Hypo-Kulturstiftung, we ensure that feelings, opinions, and criticism continue to have a place in society. Enjoy culinary diversity in the café-restaurant Theatiner 8 in the Kunsthalle München and take advantage of our discounts for numerous programs in Munich, Milan, and Verona.
• #RelaxInNature – Mountains or lake? You have the choice, because the guesthouses of our partner Food & More offer both! While a breathtaking Alpine panorama awaits you at the Markbachjochhütte in Austria at an altitude of 1,500 meters, the Haus Freudenberg on Schliersee with its private bathing jetty invites you to relax and enjoy. And not only that – it is also perfect as a venue for weddings or milestone birthday celebrations. As an HVB employee, you benefit – together with family, friends, and acquaintances – from the use of these two unique locations.

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