0Investment Specialist (m/f/d)
HypoVereinsbank - UniCredit - Deutschland | Germany | 22xxx, 21xxx, 30xxx, 38xxx, 20xxx Hannover, Braunschweig, Buxtehude, Lüneburg, Hamburg-Bergedorf | Permanent position | Full time / Home office | Published since: 25.02.2026 on stepstone.de

Investment Specialist (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitalization and our commitment to ESG principles - Sustainability & social justice - are the basis for our actions. They encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Also you become part of us - be yourself and grow with us.

You work for the Nord-Ost region in a team together with about 25 investment specialists or asset planners, and you are a contact person as well as a representative of the asset management with a focus on Affluent customers. Brunswick, Buxtehude, Lüneburg or Hamburg-Bergedorf would also be possible as the first place of work.

Type of employment: Full time

Your tasks • Your profile • What we offer

The HypoVereinsbank is part of UniCredit, a pan-European commercial bank. Our goal is to help the company develop further by offering our corporate customers and private customers the best solutions in the world and bringing their potential and the potential of our employees to development. Digitalization and our commitment to ESG principles - Sustainability & social justice - are the basis for our actions. You encourage us to accompany and empower our stakeholders. With our sustainability strategy, our products and social impact banking, we contribute to a life-saving future. Our success is based on the diversity and uniqueness of our employees. That is why we respect and promote equal opportunities in all dimensions of diversity, equity and inclusion: from age to gender and nationality to religion. We do not think in hierarchies, but create an environment in which every opinion is appreciated. For this reason, we have also been awarded the European top employer for the repeated time. Also you become part of us - be yourself and grow with us.

You work for the Nord-Ost region in a team together with about 25 investment specialists or asset planners, and you are a contact person as well as a representative of the asset management with a focus on Affluent customers. Brunswick, Buxtehude, Lüneburg or Hamburg-Bergedorf would also be possible as the first place of work.

Type of employment: Full time Contact person:in and representative in the associated market area for the asset asset management of Affluent and Corporates customers Specialist and thus competence for active, systematic and earnings-oriented consulting focuses on Affluent customers with a financial facility volume of between 500 TEUR and 1 million. EUR and Corporates customers with their entire private or operational financial assets up to approx. EUR 1 million Strategic asset management with focus on growth, profitability and customer satisfaction with the HVB product solutions in the investment and precautionary area Support for regional leaders in asset issues integration or Transfer to other specialists - in particular asset planners, generalists and cooperation partners with corresponding specific customer requirements Consistent application of the applicable regulatory regulations (e.g. quality declarations of suitability) Acquisition of new customers and new volumes through active consultation and recommendation management to increase the “share of wallet” of Affluent and Corporates customers

Successfully completed training to the bank businessman/wife and completion of professional courses, e.g. DVFA, VWA or Completion of an academic degree or other appropriate training Multiannual successful sales activities in the field of investment The body requires proof of the expertise and reliability for investment consultants according to §87 WpHG and WpHGMaAnzV Detailed knowledge of the Bank's consulting processes and the management of the asset consulting business The IDD certificate for the distribution of precautionary products is required, appropriate training is provided Proven specialist and sales competence in the field of investment and prevention Embossed methodological and social competence for the transfer of specialist topics to employees Excellent skills in the analysis and structuring of asset portfolios in yield, risk and tax aspects Strong acquisition capabilities and joy in active access to customers/non-customers Active implementation of analytical and strategic competence for systematic, target group and potential-oriented market management and regional image building and care for HVB High general education and high interest in economic and political daily events Self-confident, competent and target group adequate appearance with appropriate appearance Very high engagement, chronological resilience and flexibility negotiating skills and acquisition strength, extraordinary final safety and very high self-motivation Communication and team skills Willingness to further develop

JoinOurTeam – Our employees are the driving force behind our success and thus our highest good. Because we are aware of our responsibility as an employer, we were once again recognized as a top employer. Become part of our team.

DesignYourWorkingLife – Digitization and flexibility shape our modern working world. Design your working day as it best fits you: whether in the office or remote.

BalanceKidsAndCareer – We support you in childcare and make us strong for the reconciliation of family and profession. Be it through flexible working hours, financial grants such as birth and maternity allowances, or through a place in one of our two children's daycare centers.

MakeInnovationHappen – FinTechs, Big Data, Bitcoins: Banking is rapidly developing. actively shape the digital transformation of one of the most changing industries by bringing your fresh perspective and innovative ideas.

EmpowerCommunitiesToProgress – We have committed ourselves to sustainable and social values: Social Impact Banking and Sustainable Finance are part of our DNA. For us, value added means more than just creating financial values. Apply for a special holiday and you can also work in one of our projects such as the Employee Volunteering Program “Ehrensache!” or “We for the Region”.

UnlockYourPotential – With us, you shape your training independently and individually: courses at renowned universities such as Harvard or MIT are just one of many possibilities. With extensive training measures, strategic and future-oriented development programs or individual mentoring, we give your career a perspective.

DontStopMoving – Use the flexibility of Wellhub: There are over 2,900 fitness, leisure and wellness facilities available throughout Germany, and even abroad you have access to the 53,000 partner facilities worldwide. Because movement for us not only means health, but also sustainability, we also offer you the opportunity to lease a JobRad and to receive the German ticket for only €25 instead of €63 per month. We support you in an active lifestyle and promote environmentally friendly, cost-effective mobility.

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Location

ava HypoVereinsbank - UniCredit - Deutschland
Hannover, Braunschweig, Buxtehude, Lüneburg, Hamburg-Bergedorf
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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