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International Financial Advisor

3 tygodni temu

Warszawa, Mazovia, Polska Astra Worldwide Pełny etat

We are seeking an experienced International Financial Advisor to join our team at Astra Worldwide. As a leading Independent Financial Advisory, we specialize in providing high-quality tailored financial advice to wealthy private clients.

Job Description

A successful candidate will be responsible for developing and extending relationships with affluent and High Net Worth Individuals (HNWI) in Poland. The ideal candidate will have excellent communication skills and the ability to work within a dynamic environment that is fast-developing.

Key Responsibilities:
  • Create and maintain a book of clients
  • Consult with clients to understand their needs and develop tailored solutions
  • Maintain effective relationships with prospects and partners
  • Develop a sales strategy to drive business growth
Requirements:
  • Proven experience in Sales Banking/Insurance/Investment services to private clients (affluent and HNWI)
  • Strong communication, solution selling, and negotiation skills
  • Ability to work independently and as part of a team
  • Fluent written and communication skills in English