Investment Manager, Citi

Citi

Location:
Poland, Warsaw

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job involves supporting Relationship Managers, conducting customer meetings, analyzing portfolios, monitoring financial markets, and preparing investment recommendations.

Job Responsibility:

Supporting and coaching Relationship Managers (Citigold Wealth Management Advisors)
Conducting meetings with customers to review advised products, market situation and Citi's outlook
Analysing customer's portfolio, thereby increasing overall satisfaction and wallet share of existing customers and successfully acquiring new ones
Continuous monitoring of the financial markets
Investment analysis, preparing 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 Advisory exam will be a plus (at least one level passed)
Experience in investment on capital markets (Brokerage House, Investment Fund House)
In-depth understanding of global economic, market dynamics and investment products
Strong investment product knowledge
Experience with presenting to variety of audiences
Excellent written and verbal communication skills and interpersonal relationship management skills
Strong capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Self-starter and capable to work in proactive and independent manner
High work ethic and willingness to go the extra mile
Fluency in Polish and English

Nice to have:

Participation in the CFA program or Investment Advisory exam (at least one level passed)

What we offer:

Private medical care
Fitness card
Life insurance
Pension programme
Co-financing of cultural and entertainment events
Opportunity to work in Citigroup structures with highest standards and best practices
Opportunity to broaden practical knowledge in international environment
Flexible working conditions

Additional Information:

Job Posted:
October 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Manager