Summary from listing
The role is an affluent-client banking advisor responsible for identifying client needs across investing, saving, lending, and insurance; independently acquiring and maintaining relationships with affluent clients; preparing tailored offers using PKO Bank Polski S.A. Capital Group products; achieving individual sales targets; managing assigned client portfolios; and performing sales and post-sales activities. The posting seeks candidates with knowledge of financial markets and macroeconomics, familiarity with affluent-client banking products, sales skills, relevant financial-sector experience, and a relevant degree in economics, finance, or banking.
