Director of Wealth Management - HypoVereinsbank – Member of UniCredit

JL Germany; München; Vor Ort; EUR 80.000 - 100.000; Vollzeit

Zusammenfassung

A leading investment product provider in Europe is seeking a motivated sales and product specialist for Wealth Management. The role focuses on offering investment solutions to Family Offices and UHNWI clients, requiring strong networking and analytical skills. Join a top employer committed to sustainability and community progress.

Qualifikationen

• Minimum 5 years of experience covering Family Offices / UHNWI clients.
• Proven ability in manufacturing investment solutions.

Aufgaben

• Offer and sell investment solutions to Family Office / UHNWI clients.
• Acquire new target clients in collaboration with bankers.
• Design investment product solutions with internal teams.

Kenntnisse

Analytical Skills

Financial Structuring

Networking

Ausbildung

Degree in Business, Finance, or related field

Jobbeschreibung

The provided job description is well-structured and comprehensive, but it can benefit from improved formatting for better readability and engagement. Minor adjustments include ensuring consistent use of HTML tags and removing unnecessary or redundant content to enhance clarity.

Here is the refined version:

Client:

HypoVereinsbank – Member of UniCredit

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

065102d3-03cf-43fd-aafc-b975e3b97e37

Job Views:

2

Posted:

18.05.2025

Expiry Date:

02.07.2025

Job Description:

Private Investor & Internal Network Solutions (part of Markets Business) is the center of competence for the manufacturing and provision of investment services and products for individuals. The product portfolio includes structured products (Certificates / Funds / Bonds / Warrants), mutual funds, financing solutions, brokerage execution, and clearing services. These solutions are offered via our internal and external distributors to private individuals, leveraging over 20 years of experience in the investment product environment and an international setup, making us one of the leading investment product providers in Europe.

What you'll be doing

Position Summary
We are seeking an experienced and highly motivated sales and product specialist for our Wealth Management / UHNWI coverage, with a strong background in investment product solutions for Family Offices / UHNWI clients and a proven track record in covering such clients. A key focus of this role will be the offer and sales of investment and financing solutions to existing Family Offices / UHNWI clients of the German UniCredit Bank GmbH Network, developing new solutions for the targeted client group, manufacturing those solutions, and acquiring new target clients in collaboration with the German UniCredit Bank GmbH Network banker.

Key Responsibilities

• Offer and sell investment and financing solutions to existing Family Office / UHNWI clients of German UniCredit Bank GmbH
• Acquire new target clients in collaboration with the German UniCredit Bank GmbH Network banker, utilizing existing contacts
• Design and create investment product solutions in collaboration with internal teams (Structuring, Trading, Digital, Compliance, Legal, Group Finance, etc.)
• Support the development of new solutions for target clients, including managing related projects

What you'll need to succeed

• Good university degree in Business, Finance, Real Estate, or a related field from a recognized institution
• Minimum 5 years of experience in covering Family offices / UHNWI clients at a competitor
• Proven success in acquiring Family Office / UHNWI clients at other banks or asset managers
• Excellent network within the Family Office / UHNWI market
• Proven ability in manufacturing investment solutions for Family offices / UHNWI
• Excellent analytical and financial structuring skills, with keen attention to detail
• Strong team player with an independent, responsible, and diligent work ethic
• Strong and personable personality, highly regarded by business partners and colleagues
• Fluent in German (mandatory), strong command of English

What you'll get in return
Our employees drive our success and are our greatest asset. We are certified as a Top Employer. Join us!
As part of UniCredit, a pan-European bank with regional ties and career opportunities in the world's most exciting cities.
We are committed to sustainability and social values: Social Impact Banking and Sustainable Finance are core to our DNA. Get involved in projects like employee volunteering "Ehrensache!" or "Wir für die Region".

About UniCredit Group