Vista previa generada por IA
Private Banking Relationship Manager at UniCredit Romania – responsible for advisory, cross‑selling, asset management and client relations.
Join a pan‑European bank driving digital solutions and ESG priorities while delivering outstanding client experience.
Apply as Private Banking Relationship Manager
Go Back
Apply
APPLY NOW TO A TOP EMPLOYER
BUILDING THE BANK
FOR EUROPE'S FUTURE
Home
/
Job Detail
Apply as Private Banking Relationship Manager
General Information
Job ID
107017
Company
UniCredit Bank Romania
Competence Line
Retail Banking
Country
Romania
City
București
Job Type
Professional
Functional area
Private Banking and Wealth Management Sales
Working time model
Full-time
Type of contract
Permanent
Ce responsabilitati vei avea in acest rol:
As Private Banking and Wealth Management Advisor you:
- -provide service and advice on investment opportunities to private banking clients
- -are responsible for gathering new assets under management by cross-selling to existing clients.
Pentru a ocupa acest rol ai nevoie de:
- Be able to manage different levels of stakeholders and steer decisions, manage significant counterparts for the bank (e.g. important clients, institutions, ..)
- Be able to: - understand macro dimensions of a contract and to explicate it to a client - fill it properly
- Be able to: - review a document / contract (e.g. check signature) - scan it - store it in the proper way
- Be able to use front-office applications during sales and post-sales moments (e.g. current account opening, cards issuing..)
- Knowledge of different current accounts, debit cards and credit cards to offer proper solutions to customer needs
- Knowledge of investments products for individuals, including funds and life insurance policies to identify appropiate solutions for customers
- Knowledge of lending products, such as mortgages, loans and consumer finance, to identify appropiate solutions for individuals
- Knowledge of non-life insurance products to offer appropiate solutions for individuals
- Be able to analyze client's wealth (financial and non financial) and provide a tailored assets allocation based on his/her needs and products catalogue
- Be able to use tools that manage interactions with customers such as technical support, customer services, after-sales support and direct communication
- Be able to identify the fair price for a specific product/solution to be sold to a specific customer and be able to finalize the sale with the proposed price by interacting and negotiating with the client
- Be able to manage directly a portfolio of clients, including monitoring and detecting/flagging changes, by periodically interacting with them
- Be able to manage communication with customers to ensure a consistent and satisfactory customer experience, be able to understand their potential needs or problems and to find the best fitting solution
- Be able to explain to the clients all the different functions of home banking and mobile banking and engage them on the efficiency and usability of these digital features
- Knowledge of all the different functions of home banking and mobile app, knowledge of all the features / interfaces to which the clients can have access.
- Be able to sell products to the clients \"face to face\"
- Be able to plan in the short-medium term and execute activities aiming to acquire new customers, by identifying commercial attraction vehicles
- Knowledge of overall value proposition/product catalogue of the bank in order to suggest to the customers the right product (or bundling of products) for them, by analyzing their financial situation at 36°
- Knowledge and management of the end to end customer journey through different channels available (e.g. product sales could start online through app, continue in the branch and be finalized with a remote client advisor)
- Be able to show empathy in order to prevent any kind of symbolic violence and isolation and to guarantee a considerate attention to everyone. It should include a capacity to understand various verbal and non-verbal communication of sentiment and feeling
Despre echipa noastra:
UniCredit is a pan-European leading commercial bank providing best-in-class solutions and services across Italy, Germany, Austria, and Central and Eastern Europe. Our Vision is to be the Bank for Europe's Future. Our Purpose is to Empower Communities to Progress, delivering the best-in-class products and services for all stakeholders, unleashing the potential of our people and our clients across Europe. We serve over 20 million clients, supported by three Group product factories — Corporate, Individual and Payment Solutions — that ensure best-in-class expertise and scalable solutions across all markets. Our integrated model combines local proximity, deep client understanding and Group-wide capabilities, enabling seamless service and outstanding client experience. Digitalisation, operational excellence and a strong commitment to ESG principles underpin our journey, helping us deliver sustainable long‑term value for clients, communities, employees and shareholders. Our shared Culture unites our people across all countries, empowering teamwork, driven execution and ambition through Ownership, Integrity and Caring.