Młodszy Doradca/ Młodsza Doradczyni Klienta Zamożnego

Citi Handlowy

Warsaw, Poland
Base: zł96,580.00 - zł141,020.00; bonus/equity: no...
Acquiring affluent clients
Building client relationships
Offering financial solutions
The role involves effective acquisition of affluent clients, building and deepening relationships, and recognizing their financial expectations to offer tailored solutions

Job Summary

  • The role involves effective acquisition of affluent clients, building and deepening relationships, and recognizing their financial expectations to offer tailored solutions.
  • Key responsibilities include maintaining and growing the affluent client base through referrals, own contacts, and cross-selling, while keeping clients informed about the bank's financial solutions.
  • Citi Handlowy offers a competitive salary, a comprehensive benefits package including a pension program, private medical care, life insurance, and flexible benefits through an online platform.

Matching Summary

The role involves effective acquisition of affluent clients, building and deepening relationships, and recognizing their financial expectations to offer tailored solutions.

Salary

Base: zł96,580.00 - zł141,020.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • acquiring affluent clients
  • building client relationships
  • offering financial solutions
  • investment products sales experience
  • financial market knowledge

Nice-to-have

  • interpersonal skills
  • presentation and self-presentation
  • team integration events

Key Requirements

  • Minimum one year of experience
  • English language proficiency
  • MS Office proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter