Doradca Osobisty / Doradczyni Osobista
Core
Active sales of financial products tailored to the needs of wealthy clients, managing client portfolios, and promoting modern distribution channels.
Role type
Senior IC financial advisor (wealth management)
Builds
Financial products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales of investment products, client relationship management, client needs analysis, independent work, driving adoption of digital banking channels
Preferred skills
active driver's license (category B)
Responsibilities
Acquiring new wealthy clients, maintaining long-term client relationships, monitoring transactions for irregularities, promoting mobile banking and internet banking usage