Ogłoszenie numer: 1194718, from 2016-08-05
Investment Manager
Location: Katowice
Reference No.: 16039973
Job description
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90% of the time as Investment Manager
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Support and coach Relationship Managers (Citigold Wealth Management Advisors) and 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
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10% of the Time as Research Analyst (continuous monitoring of the financial markets)
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Investment analysis, preparation of investment recommendations and recommended portfolios
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Running calls for Relationship Managers regarding the products and market situation
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Preparing presentations for clients
Requirements
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Bachelor or Master degree in a quantitative, finance or economics discipline
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Stock broker license is a must, participation in the CFA programme or Investment Advisor exams will be a plus (at least one level passed)
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Experience in investments on capital markets (Brokerage House, Investment Fund House)
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In-depth understanding of global economic and market dynamics, and investment products
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Strong investment product knowledge
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Experienced with presentations to a variety of audiences
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Excellent written and spoken communication skills, including public speaking experience
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Strong capacity to recognize and assess risks and opportunities
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Strong analytical and influencing skills
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Self-starter and capable to work in a proactive and independent manner
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Self- starter with high work ethic and willingness to go the extra mile
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Very good written English and oral communication skills
We offer
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Possibility to work with professionals
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Attractive salary package
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Opportunity to develop in an international environment in one of the greatest financial institution worldwide
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Opportunity to broaden the practical knowledge
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Social benefits (medical care, Benefit System, life insurance)