Sales Director for Wealth Management / UHNWI solutions (m/w/d) | Munich, DE | Hybrid

Sales Director for Wealth Management / UHNWI solutions (m/w/d)

General Information
Job ID: 11530
Company: HypoVereinsbank - UniCredit Bank GmbH
Competence Line: Client Solutions
City: München
Country: Deutschland
Job Type: Professional
Functional area: Markets Products
Working time model: Vollzeit
Type of contract: Unbefristet
Start date: baldmöglichst
Contact: Andreas Balke, andreas.balke@unicredit.de

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 contains structured products (Certificates / Funds / Bonds / Warrants), mutual funds, financing solutions, Brokerage execution and clearing services. Such solutions are offered via our internal and external distributors to private individuals who are benefitting from our >20 year experience in the investment product environment and the international set up which makes us one of the leading investment product suppliers in Europe.

Das erwartet Dich bei uns

Position Summary
We are seeking an experienced and highly motivated sales and products 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 on the coverage of 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, the development of new solutions for the targeted client group & the manufacturing of those as well as the acquisition of new target clients in liaison with the German UniCredit Bank GmbH Network banker.

Key Responsibilities

• Offering and Sales of Investment and financing solutions to existing Family Office / UHNWI clients of German UniCredit Bank GmbH
• Acquisition of new target clients in liaison with the German UniCredit Bank GmbH Network banker benefitting from your existing contacts
• Manufacturing / creation of investment product solutions in liaison with corresponding internal contacts (such as Structuring, Trading, Digital, Compliance, Legal, Group Finance, etc.)
• Supporting the development of new solutions for target clients including driving and managing such projects

Das bringst Du mit

• Good university degree in Business, Finance, Real Estate, or a related field from a recognized institution
• Minimum 5-year experience in the coverage of Family offices / UHNWI clients at a competitor is a must
• Demonstrated success in acquiring Family Office / UHNWI clients at other banks / asset managers
• Excellent Network in the Family Office / UHNWI market
• Proven track record in the manufacturing of investment solutions for Family offices / UHNWI
• Excellent analytical and financial structuring skills, with a keen attention to detail
• Strong presentation, negotiation, process management & communication skills
• Strong team player with an independent, responsible and diligent way of working
• Strong and pleasant personality with high appreciation by business partners & (future) colleagues
• Fluent in German (is a must), strong command of English

Das bieten wir Dir
#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 certified as Top Employer. Become part of our team!
#ThinkEuropean - We are not only one of the largest financial institutions in Germany, but as part of UniCredit we are also internationally active and successful. With us, you can expect a pan-European company with regional ties as well as stimulating career opportunities in the world's most exciting cities.
#EmpowerCommunitiesToProgress - We are committed to sustainable and social values: Social Impact Banking and Sustainable Finance are part of our DNA. Because for us, creating value means more than just creating financial value. Apply for special leave and get involved in one of our projects such as the employee volunteering program "Ehrensache!" or "Wir für die Region".

About UniCredit Group
UniCredit is a pan-European Commercial Bank with a unique service offering in Italy, Germany, Central and Eastern Europe. Our purpose is to empower communities to progress, delivering the best-in-class for all stakeholders, unlocking a better tomorrow for our clients and our people across Europe. We serve over 15 million customers worldwide. They are at the heart of what we do in all our markets. Digitalisation and our commitment to ESG principles are key enablers for our service. They help us deliver excellence to our stakeholders and creating a sustainable future for our clients, our communities and our people. We are an equal opportunity employer. We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors. Making all voices heard and leveraging "diversity of thought" regardless of gender identity, age, race, ethnicity, sexual orientation, ability, cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, as well as a general improvement of the work climate with positive impact on productivity, well-being and engagement of our people.

Die HypoVereinsbank ist Teil der UniCredit, einer paneuropäischen Geschäftsbank. Unser Ziel ist es, die Gesellschaft dabei zu unterstützen sich weiterzuentwickeln, indem wir unseren Unternehmenskunden und Privatkund:innen weltweit die besten Lösungen bieten und ihr Potenzial sowie das unserer Mitarbeiter:innen zur Entfaltung bringen.