Investment Manager

Citi · Gdansk Poland

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Company
Citi
Location
Gdansk Poland
Posted
June 15, 2026

About this job

Responsibilities: 90% of the time as Investment Manager 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 10% of The time as Research Analyst (continuous monitoring of the financial markets) Investment analysis, preparation of 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 is a must, participation in the CFA program or Investment

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