Doradca Osobisty / Doradczyni Osobista
Based in Poland
Core
Active sales of financial products tailored to the needs of wealthy clients, managing client portfolios, and promoting digital banking channels.
Role type
Senior IC financial advisor (wealth management)
Builds
Financial products and digital banking solutions 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, active driving license (category B)
Preferred skills
experience in selling investment products
Responsibilities
actively selling financial products to wealthy clients, managing client portfolios, acquiring new high-net-worth clients, promoting digital banking channels, monitoring transactions for security
Seniority
Mid-level, hands-on IC