Summary from listing
The role is an individual client advisor for affluent clients at PKO Bank Polski S.A., responsible for identifying client needs, acquiring and maintaining relationships, preparing individual offers, achieving sales targets, providing portfolio care, and delivering sales and after-sales service. The position requires knowledge of financial markets and macroeconomics, familiarity with banking products for affluent clients, sales skills, professional experience in an equivalent financial-institution role, a relevant degree, and the ability to identify client needs.
