Investment Manager

Citi Handlowy in Poland currently looking for a person who would join our team in Warsaw.

Investment Manager (Warsaw)

Responsibilities:

  • 90% of the time as Investment Manager
  • Support and coach Relationship Managers (Citigold Wealth Management Advisors) and meetings with Clients with regards to advised products, market situation and Citi’s outlook, analysis of clients portfolio, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients
  • 10% of The time as Research Analyst (continuous monitoring of the financial markets)
  • Investment analysis, preparation of investment recommendations and recommended portfolios
  • Running calls for Relationship Managers regarding the products and market situation
  • Preparing presentations for clients

Requirements:

  • Bachelor’s/University degree
  • Stock broker license is a must
  • participation in the CFA program or Investment Advisory exam will be a plus (at least one level passed)
  • Experience in investment on capital markets (Brokerage House, Investment Fund House)
  • In-depth understanding of global economic and market dynamics and investment products
  • Strong investment product knowledge
  • Experience in presentation to variety of audiences
  • Excellent written and verbal communication skills and interpersonal relationship management skills
  • Strong capacity to recognize and assess risks and opportunities
  • Strong analytical and influencing skills
  • Self-starter and capable to work in proactive and independent manner
  • High work ethic and willingness to go to the extra mile
  • Very good written English and oral communication skills

What we offer:

  • Possibility to work with professionals
  • Attractive salary package
  • Opportunities to develop in an international environment in one of the greatest financial institution worldwide
  • Opportunities to broaden the practical knowledge,
  • Social benefits (medical care, Benefit System, life insurance)

The role of Investment Manager is located at Bank Handlowy S.A. in Warsaw.

If you are applying to a role in Bank Handlowy in Poland, please click here to read additional data privacy policy terms that apply to how your personal information will be processed BankHandlowyPolandPrivacyNotice

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