Investment Manager
Citi · Gdańsk, Poland · 5y ago
Responsibilities:
90% of the time as Investment Manager
Support and coach Relationship Managers (Citigold Wealth Management Advisors) and meetings with clients with regards to advised products, market situation and Citi’s outlook, analysis of clients portfolio, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients
10% of The time as Research Analyst (continuous monitoring of the financial markets)
Investment analysis, preparation of investment recommendations and recommended portfolios
Running calls for Relationship Managers regarding the products and market situation
Preparing presentations for clients
Requirements:
Bachelor's/University degree
Stock broker license is a must, participation in the CFA program or Investment Advisory exam will be a plus (at least one level passed)
Experience in investment on capital markets (Brokerage House, Investment Fund House)
In-depth understanding of global economic and market dynamics and investment products
Strong investment product knowledge
Experience with presentation to variety of audiences
Excellent written and verbal communication skills and interpersonal relationship management skills
Strong capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Self-starter and capable to work in proactive and independent manner
High work ethic and willingness to go to the extra mile
Very good written English, Polish and oral communication skills
We offer:
Possibility to work with professionals
Attractive salary package
Opportunities to develop in an international environment in one of the greatest financial institution worldwide
Opportunities to broaden the practical knowledge
Social benefits (medical care, Benefit System, life insurance, pension plan etc.)
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Job Family Group:
Private Client Product Services-------------------------------------------------
Job Family:
Investment Portfolio Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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