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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.
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Citigroup 소개

Citigroup
PublicCitigroup Inc. or Citi is an American multinational investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, the bank holding company for Citibank, and Travelers; Travelers was spun off from the company in 2002.
10,001+
직원 수
New York City
본사 위치
$86B
기업 가치
리뷰
3.7
10개 리뷰
워라밸
4.0
보상
2.8
문화
4.2
커리어
3.5
경영진
3.3
68%
친구에게 추천
장점
Good work-life balance
Supportive management and colleagues
Good benefits
단점
Low/uncompetitive salary and pay
Poor management and lack of direction
Heavy workload and long hours
연봉 정보
38개 데이터
Senior/L5
Senior/L5 · CASH & TRADE PROCESSING SENIOR GROUP MANAGER
2개 리포트
$247,000
총 연봉
기본급
$195,245
주식
-
보너스
-
$247,000
$247,000
면접 경험
3개 면접
난이도
3.3
/ 5
소요 기간
14-28주
경험
긍정 0%
보통 33%
부정 67%
면접 과정
1
Application Review
2
HR Screen
3
Technical Assessment
4
Hiring Manager Interview
5
Final Round Interview
6
Offer Decision
자주 나오는 질문
Technical Knowledge
Behavioral/STAR
Past Experience
Problem Solving
Culture Fit
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4d ago