Business Development Manager – Investment Products

What we do?

UniCredit in Poland belongs to one of the largest financial groups in Europe, serving over 15 million Clients, including one million businesses. We are building a new banking model that combines the speed and appeal of a fintech with the strength and stability of a universal bank. We draw on 150 years of experience and the unique expertise of our teams, acting as the Group’s pan-European innovation hub.

We are creating ultra-fast and transparent banking with an “all-in-one” application and new opportunities for all Clients - individual, business, and corporate. We provide full omnichannel service thanks to a network of flagship branches in key Polish cities and our Support Center.

Our greatest value is our People - a Team of creative experts who thrive in a dynamic and innovative environment. We focus on collaboration, engagement, and achieving ambitious goals.

We are looking for a Business Development Manager – Investment Products ready to join our adventure, share our ambition and help shape the future of digital banking.

What you will be doing?

What will you be doing?

1. Commercial Sales Activation

• Designing marketing campaigns for investment products (funds, bonds, structured products).

• Planning sales initiatives and monitoring sales effectiveness.

• Creating support materials for advisors in the branches.

• Collaborating with other departments to implement sales enablement tools.

2. Standards and Procedures (MiFID II)

• Developing and updating sales procedures in accordance with current regulatory guidelines (KNF/ESMA).

• Defining the Target Market for specific instruments and ensuring sales systems adhere to these requirements.

• Overseeing the Product Governance process — from product implementation to periodic reviews.

3. Sales Network Support

• Conducting webinars and onboarding training for advisors regarding new products and procedural changes.

• Providing substantive Second Line Support for the sales network in processing complex client cases and MiFID-related complaints.

• Optimizing the Customer Journey while ensuring compliance with regulatory guidelines.

Skills you should have

Skills you should have

• Experience: Minimum 3–5 years in a financial institution (bank, investment fund manager/TFI, brokerage house) within sales support or product management.
  
  

• Expertise: Practical knowledge of the MiFID II directive and consumer protection regulations.
  
  

• Communication: Ability to write about complex matters in plain language.
  
  

• Training: Experience in conducting training sessions on financial instruments and investment offerings

• Licenses: Investment Advisor or Broker licenses will be considered a strong asset.
  
  

What we offer

You will get an opportunity to work in an innovative, digital bank applying state of the art approaches and technologies. 
You will be provided an Individual Development Budget, dedicated to enhancing your professional skills.
If your role permits, we also offer flexible work location: home/office —  according to your preference. 
You and your closest family will be covered with VIP-level private medical care which includes dental treatment and a hospitalisation package. 
We care for our colleagues’ well being, therefore we cover psychological consultations if you ever feel you need such support. 
We co-sponsor your Multisport card and cover 50% of its cost. 
You will work on computer equipment that delivers the best user experience — Apple MacBook. 
Our office in Warsaw offers healthy snacks throughout the day. 

Our process

We keep our recruiting process simple. 
Step 1: Talk with one of our Recruiters about your to date experiences and ambitions
Step 2: Meet with your future Team Manager to deep dive on the role specifics and our work environment

Our note to you

Diverse teams really are the best teams. Research shows that some candidates may hesitate to apply for a job unless they meet every requirement. If you are excited about working with us, we encourage you to apply - even if you're not 100% sure. We are interested in getting to know you and learning about what you bring to the table.

Please note that we may close a job posting early if we receive a large number of exceptional applications.

Good luck!