Doradca_czyni Klienta Zamożnego - Private Banking
Core
Building and managing a portfolio of wealthy clients by providing expert financial advice and long-term relationship management.
Role type
Senior Private Banking Advisor (IC)
Builds
Investment, pension, and daily banking solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking market knowledge, investment products expertise, structured products knowledge, pension products knowledge, client portfolio management, relationship management, English (B1/B2), stress resistance
Preferred skills
Team collaboration, adaptability, growth mindset
Technologies
Investment funds, bonds, structured products, pension products
Responsibilities
Build and develop a private banking client portfolio, manage client relationships and organize meetings, propose tailored investment and banking solutions, achieve assigned KPIs, collaborate with business banking advisors and other teams