Business Development Manager – Investment Products

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 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

• 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.
  
  

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!