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 individual offers and solutions using PKO Bank Polski S.A. Capital Group products; meeting individual sales targets; providing portfolio care; and conducting sales and after-sales activities. The position requires knowledge of financial markets and macroeconomics, familiarity with affluent-client banking products, sales skills, professional experience in an equivalent financial-institution role, a relevant degree in economics, finance, or banking, and the ability to identify client needs.
