Group Investment Product Solutions - Investment Product Specialist

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Job : 52186

Company: Uni Credit S.p.A

Competence Line: Client Solutions

Country: Italy

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

Job Type: Professional

Functional area: Investment Products & Strategies

Working time model: Full-time

Group Investment Product Solutions – Group Client Solutions

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

• Promote and support the sales of one markets product solutions across Uni Credit internal Retail, Private Banking, Wealth Management and Corporate networks.
• Serve as the primary contact for Uni Credit 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 Uni Credit 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 Uni Credit.

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.

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.

Uni Credit is a pan-European Commercial Bank with a unique service offering in Italy, Germany, Central and Eastern Europe. Our purpose is to empower communities to progress, delivering the best-in-class for all stakeholders, unlocking a better tomorrow for our clients and our people across Europe. We serve over 15 million customers worldwide. They are at the heart of what we do in all our markets.

Digitalisation and our commitment to ESG principles are key enablers for our service. They help us deliver excellence to our stakeholders and creating a sustainable future for our clients, our communities and our people. We are an equal opportunity employer. We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors. Making all voices heard and leveraging "diversity of thought" regardless of gender identity, age, race, ethnicity, sexual orientation, ability, cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, as well as a general improvement of the work climate with positive impact on productivity, well-being and engagement of our people.