Investment Manager
6 dni temu
Responsibilities:
Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
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.
Continuous monitoring of 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.
Requirements:
Bachelor's/University degree.
Stock broker 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 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 proactive and independent manner.
High work ethic and willingness to go the extra mile.
Fluency in Polish and English.
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. Full list can be found here: under Benefits for you and Benefits for your loved ones sections).
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 institution worldwide.
Flexible working conditions.
Your personal data will be administered by Bank Handlowy w Warszawie S.A. with its registered office in Warsaw, ul. Senatorska 16. The Bank carries out the processing of your personal data first of all to conduct the recruitment process in which you participate, i.e. in the scope specified in Article 22(1) of the Labour Code (Article 6(1)(c) of the GDPR). You are entitled to: access your personal data, rectify them, erase them, restrict their processing, transfer your data and object to their processing. More detailed information is available at the website:
Please read the information about internal reports procedure – Whistleblowers Protection Act:
Job Family Group:
Private Client Product Services
Job Family:
Investment Portfolio Management
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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