Job Information
Citigroup Investment Manager in Wroclaw, Poland
Responsibilities:
90% of the time as an Investment Manager
Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
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 a 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, 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 Polish and English written 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)
This role is located at Bank Handlowy S.A. in Warsaw:
BankHandlowyPolandPrivacyNotice (https://careers.citigroup.com/docs/policies/BankHandlowyPolandPrivacyNotice.pdf?ieNocache=483)
Job Family Group:
Private Client Product Services
Job Family:
Investment Portfolio Management
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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