Doradca/Doradczyni Klienta Premium
Core
Premium banking advisor providing tailored investment and asset management solutions to high-net-worth individuals.
Role type
Senior Private Banking Advisor
Builds
Customized financial and investment portfolios for Premium clients (via careerplan.io/jobs/2056753-doradcadoradczyni-klienta-premium-at-unicredit-poland)
Domain
Banking / Wealth Management
Required skills
Private banking experience, relationship building, financial advisory, sales, regulatory compliance, English (business fluency)
Preferred skills
Knowledge of banking products and services, openness to new technologies
Technologies
Macbook
Responsibilities
Serve individual Premium clients, build long-term client relationships, provide comprehensive financial and investment advice, identify client needs and deliver personalized solutions, ensure compliance with internal and external regulations, represent the bank as a business partner
Seniority
Senior, hands-on IC
