Premium Client Advisor

UniCredit - PolandPoland - Czestochowa - Branch, Poland - Gdansk - Branch, Poland - Lodz - Branch, Poland - Lublin I - Branch, Poland - Radom - Branch, Poland - Torun - BranchJob.bopublished 04/14/2025
Must-have:AIFinTech
Machine translation — original language: Polish.Show original

What we do? UniCredit in Poland is part of one of the largest banks in Europe, serving over 20 million Clients, including one million companies. We are building a new banking model, combining the speed and attractiveness of fintech with the strength and stability of an international financial institution. We draw on 150 years of experience and the unique competencies of our teams, serving as the Group's pan-European innovation hub. We are creating super-fast and transparent banking with an "all-in-one" app and new possibilities for all Clients - individual, corporate, and commercial. We provide fully omnichannel service through a network of flagship branches in key cities in Poland and a Support Center. Our greatest value is people - a team of creative experts who thrive in a dynamic and innovative environment. We focus on collaboration, commitment, and achieving ambitious goals. We are looking for a person for the position of Premium Client Advisor, who will join us at this crucial moment, share our vision, and help shape the future of European banking.

What you will be doing? You have experience in building relationships with clients requiring an individual approach and you understand how important it is to tailor the offer to exceptional needs. As a Premium Client Advisor, you will advise on investment offers and asset management, offering tailor-made solutions that allow for the maximization of financial benefits. Create a new chapter of banking with us. Scope of responsibilities: Serving individual Clients from the Premium segment

Building and maintaining long-term relationships with Clients

Comprehensive financial and investment advisory

Recognizing Client needs and providing personalized solutions

Ensuring compliance of activities with internal and external regulations and managing operational risk in daily processes

Representing the bank as a business partner and building an image as a trusted advisor

Skills you should have Experience in the Private Banking area

Practical knowledge of banking products and services and the ability to match solutions to the needs of a Premium Client

Client orientation, communicativeness, and the ability to build lasting relationships

Developed sales and advisory skills

Openness to new technologies

High professional ethics and responsibility

Knowledge of the English language allowing for free business communication

What we offer Participation in a unique project of opening a new bank in Poland – you will join a team that is creating something extraordinary from scratch Work in a modern bank branch in a prestigious location with access to the latest tools (including a Macbook laptop) that facilitate and streamline daily activities Comprehensive free VIP medical care including, among others, hospitalization, dental care, and travel insurance, because your health and safety are our priority Co-financing for the Multisport card, to take care of fitness and well-being on a daily basis Competitive salary and a clear bonus system based on commitment and achieved results

Our process Our recruitment process is simple: Step 1: Conversation with a Talent Acquisition Partner regarding your previous experience and ambitions Step 2: Meeting with the Branch Director Step 3: Meeting with the Director of Omnichannel Retail Banking

Our note to you As an employer caring about equal opportunities, we build an organizational culture that draws strength from diversity and supports inclusive behavior. We believe that valuing unique opinions and ensuring that every voice is heard drives innovation, supports sustainable development, and opens new business opportunities. Such an approach builds an inspiring atmosphere that directly translates into efficiency, engagement, and employee well-being. Our values – Integrity, Responsibility, and Care – are more than just slogans. They are real actions and daily commitments. By living these values every day, we deliver the highest quality and real results to our clients. Acting in their interest allows us to achieve our goal together. If you are interested in working with us, we encourage you to apply – even if you are not 100% sure whether you meet all the criteria. We would be happy to meet you and find out what you can bring to our team. We appreciate your time and thank you for your application. We reserve the right to contact only selected candidates. Good luck!