Summary from listing
The Affluent Client Advisor manages affluent clients, identifies their needs across investing, saving, lending, and insurance, builds independent client relationships, prepares individual offers using PKO Bank Polski S.A. Capital Group products, meets sales targets, and provides after-sales service. The role 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.
