Director CIB

UniCredit Polska; Warszawa; Hybrid; PLN 400,000 - 800,000; Full time

Benefits offered by this job

VIP medical care

Flexible work location (home/office)

Individual development budget

Psychological support

Job summary

UniCredit Polska is seeking a Director CIB to lead relationships with major corporate clients, including top management and owners, and to drive complex investment banking deals in Poland. You will originate, structure, and execute transactions, coordinating across coverage and product teams to deliver tailored financial solutions and strategic insights.

You will manage risk, review financial analyses and credit memos, mentor juniors, and help shape UniCredit's strategy in the Large Corporates

Qualifications

• Minimum 7–10 years of experience in corporate & investment banking, finance, advisory or Private Equity.
• Proven track record of managing complex client relationships, delivering tailored financial solutions.
• Extensive background in origination, structuring and execution, credit analysis, and modelling.
• Practical knowledge of financial products.
• Ability to analyze and conduct independent due diligence of various transactions as well as identify industry trends & risk.
• Ability to lead, coordinate and execute complex transactions.
• Strong analytical, negotiation, and presentation skills.
• MS Office proficiency including Word, Excel, PowerPoint.
• Excellent command of English (written and spoken); additional languages are a plus.
• High ethical standards, strong business acumen, and a client-centric mindset.

Responsibilities

• Develop and maintain strong, long-term relationships with strategic corporate and investment banking clients, ensuring high levels of satisfaction and loyalty.
• Identify client needs and provide comprehensive financial solutions, drawing on the Group’s full range of products and services.
• Originating and executing investment banking transactions.
• Collaborate closely with all coverage and product specialists, risk teams, and senior management to structure and implement customized financial strategies.
• Oversee preparation of internal credit memos, financial analysis and modelling, lead risk assessment as well as present cases to key decision takers.
• Monitor client portfolios and proactively identify opportunities for growth, cross-sell, and risk mitigation.
• Lead client meetings and strategic reviews, ensuring continuous alignment with clients’ evolving business objectives and needs.
• Stay abreast of market developments, regulatory changes, and industry trends impacting clients.
• Oversee the creation of all materials for external and internal stakeholders, pitch books, and relationship strategies in alignment with internal policies and compliance standards.
• Manage and negotiate all forms of documentation i.a. term sheets, facility agreements, waivers, and other legal documentation.
• Coordinate all work streams throughout the entire transactional process.
• Be an effective mentor for junior team members.
• Actively contribute to the development of the bank’s corporate and investment banking strategy by providing client insights and market feedback.

Skills

Client relationships

Financial modelling

Investment banking

Leadership

Deal origination

Credit analysis

Negotiation

MS Office

English proficiency

Tools

MS Excel

MS PowerPoint

CRM systems

Job description

What we do?

UniCredit in Poland belongs to one of the largest financial groups in Europe, serving over 20 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 looking for a Director CIB (covering Retail, Consumer and Healthcare sector)to join us at this pivotal moment, share our vision, and help shape the future of European banking.

Job Purpose:

As a Senior Banker, you will have a wide range of responsibilities ranging from leading relationships with the bank’s most significant corporate clients, their top management and owners all the way to engaging in complex structured finance transactions and investment banking deals. You will act as a key point of contact, delivering tailored financial solutions and strategic insights to support clients in achieving their long-term business goals. This role requires a deep understanding of financial products and services, industry dynamics, and the ability to drive value across complex organizational structures.

Key Responsibilities:

• Develop and maintain strong, long-term relationships with strategic corporate and investment banking clients, ensuring high levels of satisfaction and loyalty.
• Identify client needs and provide comprehensive financial solutions, drawing on the Group’s full range of products and services.
• Originating and executing investment banking transactions.
• Collaborate closely with all coverage and product specialists, risk teams, and senior management to structure and implement customized financial strategies.
• Oversee preparation of internal credit memos, financial analysis and modelling, lead risk assessment as well as present cases to key decision takers.
• Monitor client portfolios and proactively identify opportunities for growth, cross-sell, and risk mitigation.
• Lead client meetings and strategic reviews, ensuring continuous alignment with clients’ evolving business objectives and needs.
• Stay abreast of market developments, regulatory changes, and industry trends impacting clients.
• Oversee the creation of all materials for external and internal stakeholders, pitch books, and relationship strategies in alignment with internal policies and compliance standards.
• Manage and negotiate all forms of documentation i.a. term sheets, facility agreements, waivers, and other legal documentation.
• Coordinate all work streams throughout the entire transactional process.
• Be an effective mentor for junior team members.
• Actively contribute to the development of the bank’s corporate and investment banking strategy by providing client insights and market feedback.

Skills you should have

• Minimum 7–10 years of experience in corporate & investment banking, finance, advisory or Private Equity.
• Proven track record of managing complex client relationships (including c-level executives and owners), delivering tailored financial solutions and building sustainable revenue streams.
• Extensive background in transactions’ origination, structuring and execution, credit analysis, and financial modelling.
• Practical knowledge of financial products.
• Ability to analyze and conduct independent due diligence of various transactions as well as ability to identify industry trends & risk.
• Ability to lead, coordinate and execute complex transactions.
• Strong analytical, negotiation, and presentation skills.
• Proficient with MS Office Suite including MS Word, Excel, Power Point Competencies.
• Excellent command of English (written and spoken); additional languages are a plus.
• High ethical standards, strong business acumen, and a client-centric mindset.

What we offer

• Work with the largest corporate clients and on key transactions executed in Poland.
• Direct cooperation with experienced bankers, product specialists, and risk teams within the international UniCredit Group.
• Exposure to various corporate and investment banking products.
• Daily collaboration in an international environment encompassing UniCredit’s wide geographical footprint.
• A real impact on the development of UniCredit's operations in the Large Corporates segment in Poland.
• You will be provided an Individual Development Budget, dedicated to enhancing your professional skills.
• If your role permits, we also offer flexible work location: home/office — according to your preference.
• You and your closest family will be covered with VIP-level private medical care which includes dental treatment and a hospitalisation package.
• We care for our colleagues’ well being, therefore we cover psychological consultations if you ever feel you need such support.

Our note to you

We are an equal opportunity employer. We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors. By embracing diversity of thought and making all voices heard regardless of background, we drive innovation, sustainable growth, and new business opportunities. This inclusive approach enhances our work climate, directly boosting our people's productivity, well-being, and engagement.

Our Values - Integrity, Ownership, Caring - are more than just words. They are actions. Mandates. Pledges. When we all commit to these shared Values, we will deliver for our clients. And delivering for our clients - in any way, large or small - is how we fulfil our Purpose.

Good luck!