Wealth Manager

3 tygodni temu


Kraków, małopolskie, Polska REDWOOD CAPITAL sp. z o.o. Pełny etat

Przedmiotem działalności Alternatywnych Spółek Inwestycyjnych jest zbieranie aktywów od wielu inwestorów w celu ich lokowania w interesie tych inwestorów, zgodnie z określoną polityką inwestycyjną.


W Redwood Fund zajmujemy się zarządzaniem procesami pozyskiwania finansowania. Potrzeby i interesy Klienta zawsze stawiamy na pierwszym miejscu, dlatego wybieramy jak najbardziej przejrzyste i dopasowane rozwiązania finansowe.

Posiadamy 15 - letnie doświadczenie w inwestycjach kapitałowych o łącznej wartości przekraczającej 0,5 mld PLN.


Dołącz do zespołu Redwood w którego DNA wpisany jest wzrost


Zakres obowiązków:

· aktywne pozyskiwanie nowych Klientów z segmentu wealth management

· budowanie i utrzymywanie długofalowych relacji z klientami, opartych o zaufanie i wzajemny szacunek

· pomoc Klientom w osiąganiu ich finansowych celów

· budowanie pozycji rynkowej i pozytywnego wizerunku Spółki poprzez najwyższą jakość obsługi Klienta,

· monitorowanie bieżących zmian i trendów na rynku kapitałowym,

· monitorowanie i raportowanie postępów prowadzonych procesów.


Wymagania:

· co najmniej 2 letnie doświadczenie w pracy w instytucjach finansowych/ usługach zarządzania portfelami i obsłudze Klientów,

· wiedza w zakresie funkcjonowania rynków finansowych,

· własna baza Klientów,

· efektywne komunikowanie się z klientami,

· umiejętności biznesowe, zaangażowanie i orientacja na wyniki

Mile widziane:

· licencja MPW, DI, CIIA, CFA lub bycie w trakcie ich zdobywania

Co oferujemy:

· konkurencyjne wynagrodzenie: stała podstawa + prowizja,

· dostęp do szerokiego wachlarza produktów inwestycyjnych,

· rozwój kompetencji w obszarze decyzji finansowych,

· dużą autonomię w działaniu przy jednoczesnym wsparciu przełożonego,

· szkolenia wewnątrzfirmowe,

· siedzibę w centrum Krakowa,

· ambitny i wspierający zespół.


  • Delivery Manager

    1 miesiąc temu


    Kraków, małopolskie, Polska HSBC Service Delivery Pełny etat

    Some careers shine brighter than others.If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Your career opportunityWe are seeking...

  • Software Engineer

    2 miesięcy temu


    Kraków, małopolskie, Polska HSBC Service Delivery Pełny etat

    Software EngineerRef. 13337Some careers shine brighter than others.If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Your career...


  • Kraków, małopolskie, Polska Capco Poland Pełny etat

    *We are looking for Poland based candidates*Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop as diverse...

  • Technical Lead

    7 dni temu


    Kraków, małopolskie, Polska HSBC Service Delivery Pełny etat

    Technical Lead Some careers shine brighter than others.If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Your career...


  • Kraków, małopolskie, Polska HSBC Technology Poland Pełny etat

    What you need to have to succeed in this role Previous experience in IT governance, compliance, or service management/ownership roles. Strong problem-solving skills, with the ability to assess issues, analyse solutions and drive continuous improvement. Strong organizational skills and attention to details, with ability to handle multiple governance and...

  • Mobile Platform Architect

    3 tygodni temu


    Kraków, małopolskie, Polska HSBC Service Delivery Pełny etat

    Some careers shine brighter than others.If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Your career opportunityThe Enabler...

  • Project Manager DAO

    3 miesięcy temu


    Kraków, Polska Antal Sp. z o.o. Pełny etat

    Project ManagerRole DescriptionWe are seeking a highly skilled and motivated Project Manager to join our Client's team in Kraków. The successful candidate will be responsible for overseeing and managing various projects from initiation through completion. Daily duties include coordinating project activities, ensuring timely delivery, managing project...


  • Kraków, Polska State Street Pełny etat

    Who we are looking for: The Technology Controls Assurance Team as part of First Line of Defense function is responsible for driving effective technology risk management and controls assurance at State Street. The individual in this position will be responsible for testing internal IT controls throughout the year and support objectives of multiple audit,...


  • Kraków, Polska State Street Pełny etat

    Who we are looking for The Technology Controls Assurance Team as part of First Line of Defense function is responsible for driving effective technology risk management and controls assurance at State Street. The individual in this position will be responsible for testing internal IT controls throughout the year and support objectives of multiple audit,...


  • Kraków, Polska State Street Pełny etat

    Who we are looking for State Street Alpha is actively looking to hire a Cloud FinOps Program Manager to join our Cloud Governance and Platform Management team. The overall scope of this role is to operate as a key resource, working in tandem with the team’s leadership and organizational stakeholders in providing support across each sub-team to help...

  • QA Manager

    7 miesięcy temu


    Kraków, Polska State Street Pełny etat

    Who we are looking for: This is a product leadership role with responsibility for creating and driving quality initiatives through the SDLC. This leader will work as a member of the central QA team to implement industry best practices and innovative test strategies to ensure CRD delivers exceptional quality products that delight our clients. The role...

  • Senior Advertiser Manager

    3 tygodni temu


    Kraków, Polska TalentIn Pełny etat

    TalentIn is an IT Recruitment Agency. We provide recruiting services for product companies worldwide.Strong expertise in recruiting business expertsGlobal projects with unique staff hiring experiencesWorldwide (500+ positions filled in 4 years, including Ukraine and overseas)Huge internal candidate poolIn-depth knowledge of the IT market in each region we...

  • Accountant, Senior Associate

    4 miesięcy temu


    Kraków, Polska State Street Pełny etat

    Purpose Of Role You’ll be joining the Payment HUB team in GPS Cracow (Poland), which provides a wide range of services to multiple State Street Bank locations, including EMEA and North America. The Team provides operation support for Single Euro Payments Area (SEPA), Foreign Exchange for Cash (FX4Cash) and Cross Border Low Value Payments (XBACH).  ...


  • Kraków, Polska State Street Pełny etat

    Who we are looking for An open-minded person who would like to contribute to expansion of Alpha footprint in Poland. Someone who values great work atmosphere, being close to the managers, achieving goals and resolving problems as a group within one big global Alpha team. Someone who already has chosen finances as life’s career path and wants to...

  • Accounting, Senior Associate

    5 miesięcy temu


    Kraków, Polska State Street Pełny etat

    Purpose Of Role You’ll be joining the Payment HUB team in GPS Cracow (Poland), which provides a wide range of services to multiple State Street Bank locations, including EMEA and North America. The Team provides operation support for Single Euro Payments Area (SEPA), Foreign Exchange for Cash (FX4Cash) and Cross Border Low Value Payments (XBACH).  ...


  • Kraków, Polska State Street Pełny etat

    Purpose of the Role Investment Compliance Specialist's core responsibility is monitoring of compliance results on client portfolios and coordinating work of the team. Under the supervision of Manager, the Investment Compliance Specialist will engage in various projects, non-standard analysis and initiatives related to technical aspects of the business. ...

  • Senior Product Manager

    7 miesięcy temu


    Kraków, Polska Ocado Group Pełny etat

    Ocado Technology is putting the worlds retailers online using advanced artificial intelligence, robotics, big data, the cloud, and IoT.  We develop the innovative software and hardware systems that power Ocado.com, as well as the unique  Ocado Smart Platform  which is being implemented by ambitious retailers across the world from Europe to America, Asia...

  • Technical Writing Team Lead

    7 miesięcy temu


    Kraków, Polska Ocado Group Pełny etat

    The Technical Writing Team Lead manages a team of technical writers working in a particular product area for the Ocado Smart Platform (OSP) solution. While providing line management to other writers in the stream, theyll also be responsible for the content supporting the product area, ensuring it is delivered on time and meets the needs of both the business...