Expert in product development and customer experience at a brokerage firm (investment advisory)

About the team

Join the Brokerage Office team, which is developing investment offerings for institutional clients, ranging from the private banking segment to the largest institutions. We work on cutting-edge IT solutions, digitize processes and implementation projects for clients, and nurture our best business relationships. We work closely with the operations, product, IT, marketing, compliance, and client service teams.

Tasks

- We implement our product offerings by leveraging the best solutions as part of our investment advisory services - We focus on delivering high-quality investment advisory services - Ensuring that our products and solutions comply with applicable regulations - We collaborate with technology specialists in the design and implementation of technological solutions - We monitor current economic conditions, as well as related regulations and changes - We prepare analyses, recommendations, and presentations for clients

Requirements

• Development in multi-stakeholder engagement
• You have a deep understanding of the capital markets and new investment solutions
• Do you have at least B2-level sales experience, or are you a graduate of a Polish or foreign university with Polish/English language proficiency at the C1 level or higher?
• Do you have a college degree?

We offer

• We invest in development—we offer funding for training and courses, as well as access to educational platforms: Udemy Business, e-learning, and our internal e-learning platform
• We also offer development internships
• We celebrate birthdays and get-togethers not only on weekends, at parties, and social gatherings, but also on occasions like Children’s Day, the Warsaw Run, and the Sports Tournament
• You’ll feel fully integrated into your work and community if you have a place to relax—one that’s always available to you