Director of Wealth Management & Private Banking
Core
Trusted partner providing comprehensive wealth management and private banking solutions, managing client portfolios, and delivering tailored financial products to high-net-worth individuals.
Role type
Senior IC wealth management director
Builds
Long-term client relationships and customized financial solutions for private banking clients
Domain
Banking / Wealth Management (via careerplan.io/jobs/2373955-director-of-wealth-management-private-banking-at-unicredit-poland)
Deliverable
client delivery
Required skills
Portfolio management, financial needs analysis, regulatory compliance, client relationship building, goal achievement, risk management
Preferred skills
English language proficiency, digital banking solutions knowledge
Technologies
Digital banking platforms
Responsibilities
Building and maintaining relationships with wealth management and private banking clients, analyzing client financial needs to match bank services, managing client portfolios and monitoring financial situations, ensuring operational risk reduction through regulatory compliance, achieving development and quality goals, representing the bank as a trusted business partner
