Investment Manager

Citi Handlowy

Katowice, Poland
Base: zł106,640.00 - zł168,560.00; bonus/equity: o...
Investment analysis and recommendations
Financial market monitoring
Customer portfolio analysis
Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors) and conducting meetings with customers to review advised products, market situation and Citi’s outlook

Job Summary

  • Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors) and conducting meetings with customers to review advised products, market situation and Citi’s outlook.
  • Analysing customer's portfolio, thereby increasing overall satisfaction and wallet share of existing customers and successfully acquiring new ones.
  • Citi Handlowy offers a comprehensive benefits package including a Defined Contribution Pension Plan, Private Medical Care, Life Insurance, Employee Assistance Program, Paid Parental Leave, Sport Card, and additional benefits from the Company’s Social Benefit Fund.

Matching Summary

Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors) and conducting meetings with customers to review advised products, market situation and Citi’s outlook.

Salary

Base: zł106,640.00 - zł168,560.00; Bonus/Equity: Opportunity for annual discretionary incentive award; Benefits: Employer paid Defined Contribution Pension Plan, Private Medical Care, Life Insurance, Employee Assistance Program, Paid Parental Leave, Sport Card, Cafeteria/flex benefit

Skills & Requirements

Must-have

  • Investment analysis and recommendations
  • Financial market monitoring
  • Customer portfolio analysis
  • Presenting investment strategies
  • Relationship management support

Nice-to-have

  • Proactive and independent work
  • Willingness to go the extra mile
  • High work ethic
  • Interpersonal relationship management

Key Requirements

  • Bachelor's/University degree
  • Stock broker or investment advisor license
  • Experience in capital markets investment
  • Fluency in Polish and English

Work Rights

Not specified

Tailored Resume

Cover Letter