Investment Manager: Wealth & Portfolio Advisor

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 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.