• 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 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 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.

Citi Handlowy offers:

• Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program).

• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates.

• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates.

• Employee Assistance Program financed by Employer.

• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave).

• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates.

• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.

• Additional day off for volunteering.

• Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years.

• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.

• Opportunity to receive an annual discretionary incentive award.

• Special offers and discounts for employees.

Alongside these benefits Citi Handlowy is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent to be energized to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi Handlowy has everything you need? Then apply to discover the true extent of your capabilities. 

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: https://www.citibank.pl/poland/files/privacy-notice.pdf

Please read the information about internal reports procedure Whistleblowers Protection Act: https://www.citibank.pl/poland/files/ustawa-o-ochronie-sygnalistow.pdf