Investment Manager

Citi Handlowy

Warsaw, Poland
Base: zł106,640.00 - zł168,560.00; bonus/equity: o...
Not specified
Investment analysis and recommendations
Customer portfolio analysis
Financial market monitoring
Citi Handlowy is seeking an Investment Manager in Warsaw, Poland, responsible for supporting Relationship Managers and conducting investment analysis and client meetings. The ideal candidate should possess relevant investment licenses, strong analytical skills, and excellent communication abilities

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 pension plan, medical care, life insurance, employee assistance program, paid parental leave, sport card, and a flex benefit system.

Matching Summary

Match Score: 85

Citi Handlowy is seeking an Investment Manager in Warsaw, Poland, responsible for supporting Relationship Managers and conducting investment analysis and client meetings. The ideal candidate should possess relevant investment licenses, strong analytical skills, and excellent communication abilities.

Salary

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

Skills & Requirements

Must-have

  • Investment analysis and recommendations
  • Customer portfolio analysis
  • Financial market monitoring
  • Client presentations

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter