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. 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. 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. ------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: Investment Portfolio Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------ This job opening is for an existing job vacancy. ------------------------------------------------------