UniCredit

Banker for Independent Professionals (Financial Services)

In short

This role at UniCredit involves acquiring and managing relationships with independent professionals, entrepreneurs, and small businesses, focusing on financial services sales and portfolio growth. The banker provides financing advice including operating and investment loans, analyzes financial statements, and drives cross-selling to identify new business opportunities. It demands experience selling financial services, financial statement analysis skills, strong sales and communication abilities, and English proficiency. The position is onsite, full-time, based in the Czech Republic.

About the Role
You will acquire and build relationships with independent professionals, entrepreneurs, and small businesses. You will manage and develop a client portfolio, identify customer needs, recommend suitable solutions, and provide financing advice. You will use cross-selling, maintain client records, meet sales and service-quality targets, and identify new business opportunities.
Requirements
•Experience selling financial services
•Financial statement analysis
•Sales skills
•Communication skills
•English language proficiency
Responsibilities
•Acquire clients among independent professionals, entrepreneurs, and small businesses
•Manage and develop client portfolios
•Build long-term client relationships
•Identify client needs and recommend suitable solutions
•Provide professional financing advice, including operating and investment loans
•Use cross-selling to maximize market potential
•Manage the client database
•Take responsibility for sales results and service quality
•Monitor the business environment and competitors
•Identify new business opportunities
Benefits
•Meal vouchers worth CZK 165 per day
•Quarterly performance-based compensation
•Five weeks of vacation
•Birthday leave
•Eight regeneration days
•Sick days
•Option to obtain a MultiSport card
•20,000+ benefit points for sport, culture, education, and other activities
•Christmas party
•Sports games

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