Starszy Specjalista ds. Inwestycji i Relacji z Klientami (k/m)
Core
Senior investment specialist building long-term client relationships and selling financial products.
Role type
Senior IC investment sales specialist
Builds
Investment and pension products for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales of investment funds and pension products, knowledge of financial markets and macroeconomics, client relationship building, multi-channel communication, client qualification for Private Banking
Preferred skills
portfolio analysis, strategy financial discussions, experience with affluent clients
Responsibilities
actively offer investment and pension products, build long-term client relationships, conduct sales conversations, educate clients on digital banking tools, handle clients via phone/video/in-person, qualify clients for Private Banking