- Poland
- Full-time · Senior
- 10+ years
The Investment Specialist will support CRMs in delivering investment strategies, providing advisory services, and developing new business opportunities within the Eastern Europe market.
Responsibilities
- Support CRMs in delivering investment strategies and solutions
- Provide advisory services to wealthy individuals and families
- Identify and develop new business opportunities
- Prepare investment proposals and presentations
- Execute orders and ensure consistency with policy and guidelines
Requirements
- Bachelor’s degree
- Master’s degree
- MBA
- CIIA
- CFA