Summary from listing
The Affluent Client Advisor manages affluent clients by identifying their needs in investing, saving, lending, and insurance; independently acquiring and retaining clients; preparing individual offers and solutions from PKO Bank Polski S.A. Capital Group products; meeting sales targets; providing portfolio care; and performing sales and after-sales activities. The role requires knowledge of financial markets and macroeconomics, familiarity with affluent-client banking products and sales techniques, professional experience in an equivalent financial-institution role, a relevant degree in economics, finance, or banking, and the ability to identify client needs.
