
Senior Specialist - Private Relationship Banker
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Job description
About the Position
We are looking for a Senior Specialist - Private Relationship Banker to join our team in Częstochowa, Poland. This role focuses on client management and relationship building within our Private Banking division.
Responsibilities
- Actively offer products and services, with a focus on investment funds and pension products.
- Acquire clients from the private banking segment and maintain long-term partnerships.
- Ensure high-quality portfolio management.
- Recognize current and future client needs.
- Tailor product offerings.
- Provide the highest quality of advice and service.
- Collaborate closely with retail and corporate branches.
Requirements
- Higher education (economics preferred).
- Experience in sales of investment products.
- Minimum 5 years of experience in Private Banking.
- Knowledge of financial markets and macroeconomics.
- English proficiency at B2 level.
- Polish proficiency at C1 level.
- Valid driver's license (category B).
- Ability to learn quickly and a desire to develop necessary competencies.
We Offer
- Investment in development through training and educational platforms.
- Health and safety packages, including medical insurance and access to Mindgram.
- Promotion of physical activity with free sports cards.
- Additional days off for work-life balance, family, rewards, volunteering, and health prevention.
- Extended parental leave and childcare days.
- Work in a stable organization recognized as a Top Employer.
- BYOD program with reimbursement and discounts.
- Team celebrations and team-building events.
About the Company
Centrum Private Banking supports wealthy clients in comprehensive wealth management. We combine financial market knowledge with an individual approach, offering tailored solutions to meet clients' investment needs and goals. We work with experts in investments, loans, and financial planning to ensure the highest standard of service. We value partnership, transparency, and security. Our inclusive workplace culture fosters mutual respect and knowledge sharing, recognizing that diversity is our strength.
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Хто ми* У топ-3 найкращих банків, що обслуговують міжнародних клієнтів в Україні, та перший банк на валютному ринку (FX), який запропонував валютні операції «своп» та «форвард» (розроблені у 2019 році).* Визнаний маркетмейкер на українському валютному ринку «своп» та «форвард».* Найкращий гравець на ринку синдикованих операцій з провідними компаніями аграрного сектору України.* Наші цінності та підхід — це те, що рухає нами та виділяє нас поміж інших.
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