Investment Manager

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 with 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, Polish and oral communication skills

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, pension plan etc.)

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Job Family Group:

Private Client Product Services -------------------------------------------------

Job Family:

Investment Portfolio Management ------------------------------------------------------

Time Type:

Full time ------------------------------------------------------

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