Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
Conducting meetings with customers to review advised products, market situation and Citi’s outlook.
Analyzing customers portfolio, thereby increasing overall satisfaction and wallet share of existing customers and successfully acquiring new ones.
Continuously monitoring the financial markets.
Investment analysis, preparing investment recommendations and recommended portfolios.
Running calls for Relationship Managers regarding the products and market situation.
Preparing presentations for clients.
Our requirements
Bachelor’s/University degree.
Stock broker license or investment advisor license is a must, participation in the CFA program or Investment Advisory exam will be a plus (at least one level passed).
Experience in investment on capital markets (Brokerage House, Investment Fund House).
In-depth understanding of global economic, market dynamics and investment products.
Strong investment product knowledge.
Experience with presenting to a variety of audiences.
Excellent written and verbal communication skills and interpersonal relationship management skills.
Strong capacity to recognize and assess risks and opportunities.
Strong analytical and influencing skills.
Self‑starter and capable to work in a proactive and independent manner.
High work ethic and willingness to go the extra mile.
Fluency in Polish and English.
What we offer
Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co‑financing of cultural and entertainment events and more).
Opportunity to work in Citigroup structures, introducing the highest standards and best practices.
Opportunity to broaden the practical knowledge in an international environment in one of the greatest financial institutions worldwide.
