Investment Manager

Citi | Wrocław, dolnośląskie | PL

Welcome to the Latest Job Vacancies Site 2024 and at this time we would like to inform you of the Latest Job Vacancies from the Citi with the position of Investment Manager - Citi which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Investment Manager - Citi below matches your qualifications. Good Luck: D

Stock broker license is a must, participation in the CFA program or Investment Advisory exam will be a plus (at least one level passed)....

Responsibilities:

  • 90% of the time as an Investment Manager
  • Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
  • 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 a 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:

  • Bachelors/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, 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 Polish and English written 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)

This role is located at Bank Handlowy S.A. in Warsaw:

BankHandlowyPolandPrivacyNotice

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Portfolio Management

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Information :

  • Company : Citi
  • Position : Investment Manager
  • Location : Wrocław, dolnośląskie
  • Country : PL

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Investment Manager job info - Citi Wrocław, dolnośląskie above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Investment Manager job info - Citi Wrocław, dolnośląskie in 09-05-2024 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

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Post Date : 09-05-2024

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