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Group Investment Product Solutions - Investment Product Specialist

UniCredit S.p.A -
Roma, Lazio

Candidati adesso

Dettagli della posizione

Tempo pieno

Qualifiche

Gestionale
Vendite
Gestione vendite
Inglese
Microsoft Office
Capacità di presentazione
Italiano

Descrizione completa della posizione

Allgemeine Informationen

Job Id

52186

Unternehmen

UniCredit S.p.A

Competence Line

Client Solutions

Funktionsbereich

Investment Products & Strategies

Standort

ANCONA, BOLOGNA, FIRENZE, GENOVA, MILANO, NAPOLI, PALERMO, ROMA, TORINO, VERONA

Land

Italien

Kontakt

[email protected], [email protected]

Jobniveau

Professionals

Arbeitszeitmodell

Vollzeit

Group Investment Product Solutions – Group Client Solutions

Investment Product Specialists drive and manage the distribution of onemarkets product solutions (onemarkets Funds and Structured Products) within Unicredit internal sales and advisory channels. Act as the key interface between Sales Management, Marketing, and UniCredit client advisors/branch manager to ensure optimal fund placement and client satisfaction.

What you'll be doing

As Investment and Protection Products Specialist you:

Promote and support the sales of onemarkets product solutions across UniCredit internal Retail, Private Banking, Wealth Management and Corporate networks.
Serve as the primary contact for UniCredit client advisors regarding product-related topics, product positioning, storytelling and market updates.
Conduct regular product trainings, webinars, and in-person sessions to enhance advisor knowledge and engagement.
Organization and execution of end-client events in coordination with local UniCredit advisors.
Collaborate with marketing and Sales Management to develop sales materials, product stories, and campaign strategies.
Monitor fund flows, advisor feedback, and market trends to optimize product offerings and identify new opportunities.
Ensure compliance with regulatory requirements and internal guidelines in all sales activities.
Work closely with the development team to align fund offerings with client needs and market developments.
Contribute to the development of strategic initiatives aimed at increasing fund penetration and client satisfaction within UniCredit.

What you'll need to succeed

Skills:

Strong understanding of mutual funds, investment strategies, and capital markets.
Deep know-how across all financial Instruments including Funds, Equities, Rates, FX and Credit products and their derivatives.
Familiarity with the Italian retail and private banking landscape.
Able to interact with Family offices and Institutional clients.
Solid knowledge of regulatory frameworks (e.g., MiFID II, regulator guidelines).
High client orientation and ability to translate complex investment topics into client-relevant narratives.
Strong organizational skills and ability to manage multiple stakeholders and projects simultaneously.
Excellent communication and presentation skills.
Strong passion, excellent competence, ownership, team spirit.

Qualifications:

Degree in finance, economics, or a related field
Relevant certifications are a plus.
Several years of experience in fund- and structured product sales, or product management—ideally within a bank or asset management.
Proficiency in MS Office and CRM tools.
Fluent in Italian and English.

What you'll get in return

Clients Solutions is one of the growth engines of the Group, delivering advice, innovation and solutions of excellence. At home throughout Europe, we are the partner of choice for our clients' increasingly sophisticated demands, also thanks to our leading role in the digital transformation of financial services.

With its extensive network of professionals, Client Solutions offers the best environment for you to develop your career and further your ambitions.

About UniCredit Group

Die UniCredit ist eine paneuropäische Geschäftsbank mit einem einzigartigen Produkt- und Service-Angebot in Italien, Deutschland sowie Zentral- und Osteuropa. Unser Ziel ist, die Gesellschaft dabei zu unterstützen sich weiterzuentwickeln, indem wir allen Beteiligten das Beste bieten und so ein besseres Morgen für unsere Kund:innen und unsere Mitarbeiter:innen in ganz Europa schaffen. Wir betreuen mehr als 15 Millionen Kund:innen weltweit. Sie sind das Herzstück unserer Arbeit in unseren Märkten. Die Digitalisierung und unser Bekenntnis zu den ESG-Grundsätzen sind wesentliche Voraussetzungen für unsere Dienstleistungen. Sie unterstützen uns dabei, unsere Stakeholder hervorragend zu begleiten und eine nachhaltige Zukunft für unsere Kund:innen, die Gesellschaft und unsere Mitarbeiter:innen zu gestalten. Als Arbeitgeber bieten wir Chancengleichheit. Gemeinsam gestalten wir ein Arbeitsumfeld, das vielfältiges Denken und inklusives Handeln begrüßt. Indem wir allen Stimmen Gehör verschaffen und auf "Gedankenvielfalt" unabhängig von Geschlecht, Alter, ethnischer Herkunft, sexueller Orientierung, körperlicher und geistiger Fähigkeiten oder kulturellem Hintergrund setzen, sorgen wir für nachhaltiges Wachstum und neue Geschäftsmöglichkeiten, einen starken Antrieb für Innovation und Kreativität sowie für eine allgemeine Verbesserung des Arbeitsklimas mit positiven Auswirkungen auf Produktivität, Wohlbefinden und Engagement unserer Mitarbeiter:innen.

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client advisor offerte - lazio

Group Investment Product Solutions - Investment Product Specialist

Senior Group Sales Manager

Senior Regional Sales Manager

DODO Client Advisor Roma Via del Corso (Fixed term, Full-time 40h)

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