Doradczyni/doradca Klienta Zamożnego

PKO Bank Polski SA

Miejsce Pracy, Poland
On-site
Identify client needs
Build lasting client relationships
Prepare individual offers
PKO Bank Polski SA is seeking a Wealth Client Advisor to build and maintain relationships with affluent clients, providing tailored financial solutions in investment, savings, credit, and insurance. The ideal candidate should have a strong financial market knowledge, experience in a similar role, and the ability to identify client needs effectively

Job Summary

  • You will be responsible for maintaining the good image of PKO Bank Polski S.A. and identifying client needs in the areas of investing, saving, lending, and insurance.
  • You will build lasting relationships with affluent clients by proactively acquiring them and preparing personalized offers using the PKO Bank Polski S.A. Capital Group's products and services.
  • This role requires you to achieve individual sales targets and provide ongoing care for affluent clients assigned to your portfolio, all while adhering to the highest customer service standards.

Matching Summary

Match Score: 85

PKO Bank Polski SA is seeking a Wealth Client Advisor to build and maintain relationships with affluent clients, providing tailored financial solutions in investment, savings, credit, and insurance. The ideal candidate should have a strong financial market knowledge, experience in a similar role, and the ability to identify client needs effectively.

Skills & Requirements

Must-have

  • Identify client needs
  • Build lasting client relationships
  • Prepare individual offers
  • Achieve sales targets
  • High service quality standards

Nice-to-have

  • Positive bank image
  • Proactive client acquisition

Key Requirements

  • Experience in a similar role
  • Knowledge of financial market
  • Knowledge of banking products for affluent clients
  • Sales techniques knowledge
  • Relevant education (economics, finance, banking)

Work Rights

Not specified

Tailored Resume

Cover Letter