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Affluent Client Advisor – Fixed-Term Replacement Contract at SAP

Language
Location
Koszalin, West Pomeranian Voivodeship
Level
mid
Posted

Summary from listing

The role is an independent advisor for affluent clients at PKO Bank Polski S.A., responsible for identifying client needs across investing, saving, lending, and insurance; establishing and maintaining relationships; preparing individual offers; achieving sales targets; managing assigned client portfolios; and delivering sales and after-sales service. The posting seeks candidates with financial-market and macroeconomic knowledge, familiarity with affluent-client banking products, sales skills, relevant financial-institution experience, and a relevant degree in economics, finance, or banking.

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