Investment Manager

Rsv Unna; Katowice; Hybrid; PLN 180,000 - 300,000; Full time

Benefits offered by this job

Pension plan

Private medical care

Life insurance

Employee assistance program

Parental leave

Sport card

Flex benefit / cafeteria

Incentive program

Job summary

Citi Handlowy in Poland seeks an Investment Manager to support and coach Relationship Managers, review client portfolios, and present investment ideas. You will monitor markets, prepare recommendations, and build client presentations. Fluency in Polish and English, plus a capital markets background, are essential.

The role offers a competitive salary and a comprehensive benefits package, with opportunities for growth within the Citi group and Wealth Management division.

Qualifications

• Bachelor’s degree required.
• Stock broker or investment advisor license required; CFA/Investment Advisory exam a plus.
• Experience with capital markets, global markets, and investment products.
• Strong written and verbal communication; ability to present to diverse audiences.
• High analytical ability and risk-awareness; proactive and independent work style.

Responsibilities

• Support and coach Relationship Managers in wealth management.
• Conduct meetings with clients to review products, markets and Citi’s outlook.
• Analyze client portfolios to increase satisfaction and wallet share.
• Monitor financial markets continuously.
• Prepare investment analyses and portfolio recommendations.
• Run calls for Relationship Managers on products and market conditions.
• Prepare client presentations.

Skills

Relationship management

Portfolio analysis

Market monitoring

Investment presentation

Communication

Fluent Polish

Fluent English

Self-starter

Education

Bachelor's degree

Stock broker license / investment advisor license

CFA program / Investment Advisory exam (plus)

Job description

Citi Handlowy is created by people – experts in their fields. By joining us, you work with and learn from the best in an atmosphere of mutual support and respect. Our bank is an environment for the ambitious, providing the opportunity to constantly strive for perfection. Join us, and we guarantee your satisfaction and growth! We believe that everyone at Citi Handlowy has a deep sense of responsibility for their work and its final result. We hire the best, and that is how we treat you from the very first day. We work with a sense of full commitment and responsibility, while also benefiting from the tools and support of the entire family of experts at Citi Handlowy and the Citi group.

Investment Manager

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 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 presenting 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 the extra mile
• Fluency in Polish and English

Citi Handlowy offers:

By joining Citi Handlowy, you will receive a competitive base salary and enjoy a whole host of additional benefits which are currently provided such as:

• Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
• Additional day off for volunteering
• Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees

Alongside these benefits Citi Handlowy is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent to be energized to join us, motivated to stay, and empowered to thrive.