Doradczyni/Doradca klientów zamożnych
On-site · Koszalin, West Pomerania, Poland
Job Summary
The position of Doradczyni/Doradca klientów zamożnych involves building and maintaining relationships with affluent clients, identifying their investment, savings, lending, and insurance needs. Candidates should possess experience in financial institutions, a background in economics or finance, knowledge of banking products for affluent clients, and proficiency in sales techniques. Responsibilities include creating individual financial offers, managing client portfolios, and ensuring high-quality service standards.
Required Qualifications
- Knowledge of financial market and macroeconomics
- Experience in a similar position in a financial institution
- Ability to identify client needs and propose solutions
- Ability to achieve individual sales goals
Desired Qualifications
- Knowledge of banking products for affluent clients
- Knowledge of sales techniques
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