Ci
Posted:
March 02, 2026
Location:
Katowice, Poland, Poland
Job Description
**Responsibilities:**
+ Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
+ Conducting meetings with customers to review advised products, market situation and Citi’s outlook.
+ Analysing customer's portfolio, thereby increasing overall satisfaction and wallet share of existing customers and successfully acquiring new ones.
+ Continuous monitoring of the financial markets.
+ Investment analysis, preparing 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** **or investment advisor license** **i** **s 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...
+ Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors).
+ Conducting meetings with customers to review advised products, market situation and Citi’s outlook.
+ Analysing customer's portfolio, thereby increasing overall satisfaction and wallet share of existing customers and successfully acquiring new ones.
+ Continuous monitoring of the financial markets.
+ Investment analysis, preparing 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** **or investment advisor license** **i** **s 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...
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Job Type:
Full-time
Location:
Katowice, Poland
Posted:
March 02, 2026
Deadline:
March 07, 2026