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

General information

Job ID
11530
Area
Markets Products
Start Date
baldmöglichst
Contract
Permanent
Working Time Model
Full-time
Location(s)
München |

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.

What you can expect from us

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

What we expect from you

  • 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 Familiy 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

Our offer to you

#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".

UniCredit is built on Integrity, Ownership and Caring. Living these Values authentically means doing what is right for our colleagues, clients, and communities. We are a pan-European Commercial Bank with a unique service offering in Italy, Germany, Central and Eastern Europe. We serve over 15 million customers worldwide and our strength comes from the impact we can make on those people’s lives and on our environment.

Rooted in our company’s Purpose is helping our communities to progress, not only through our differentiated products and services, but also through our investments aimed at building a sustainable future for our communities and strengthening their financial well-being. Moreover we contribute to addressing the climate and environmental crisis by minimizing our carbon footprint and helping our customers and communities do the same.

Our colleagues are critical to the success of our Purpose. They are the driving force behind the impact we make in the communities we serve. When you join UniCredit, you become part of an international, inclusive and diverse community that leverages on “diversity of thought", regardless of gender identity, age, ethnicity, sexual orientation, ability or cultural background.

As you grow in our company, we back you up through a common Culture of learning and collaboration, benefits, programs, and flexibility that support you personally and professionally.

Because we believe that the best way to make a difference in our client’s life is to make a difference in the life of our people.

Discover more about our Culture and Purpose and our ESG commitments.

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