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 digital adoption
Preferred skills
driving digital adoption
Technologies
mobile banking apps, internet banking
Responsibilities
Active sales of financial products to wealthy clients, managing client portfolios, promoting modern distribution channels, monitoring transactions for security
Seniority
Mid-level, hands-on IC