Doradczyni / Doradca klientów zamożnych
Core
Wealth management advisor for PKO Bank Polski, identifying client needs in investing, saving, lending, and insurance to build long-term relationships.
Role type
Wealth management advisor (senior IC)
Builds
Individual financial solutions and investment products for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Financial market knowledge, macroeconomics, sales techniques, client needs analysis, relationship building
Preferred skills
Knowledge of bank products for wealthy clients, experience in financial institutions
Technologies
Banking software, CRM tools
Responsibilities
Identify client investment and insurance needs, prepare individual offers, achieve sales targets, manage assigned client portfolio, maintain PKO Bank image
Seniority
Mid-level, hands-on IC