UniCredit

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.

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

UniCredit je vseevropska komercialna banka z najboljšo ponudbo in storitvami v Italiji, Nemčiji, Avstriji ter Srednji in Vzhodni Evropi. Naša vizija je postati banka za prihodnost Evrope. Naše poslanstvo je podpirati skupnosti pri napredku, zagotoviti najboljšo ponudbo in storitve na trgu za vse deležnike ter sprostiti potencial naših sodelavcev in strank širom Evrope. Podpiramo več kot 20 milijonov strank, pri čemer se opiramo na naše visokokakovostne strokovne in razširljive rešitve za podjetja, posameznike ter plačilne storitve - na vseh trgih, kjer smo prisotni. Naš integriran model združuje lokalno prisotnost, celovito razumevanje potreb strank ter zmogljivosti celotne Skupine, kar omogoča brezhibne storitve in vrhunsko uporabniško izkušnjo. Digitalizacija, operativna odličnost in močna zaveza načelom ESG so temelji našega napredka, ki nam pomagajo zagotavljati trajnostno dolgoročno vrednost za stranke, skupnosti, sodelavce in delničarje. Naša skupna organizacijska kultura povezuje zaposlene v vseh državah, spodbuja timsko povezovanje, usklajeno delovanje ter ambicioznost, ki temelji na naših skupnih vrednotah - odgovornosti, integriteti in skrbnosti