Private Wealth Management, Wealth Management Professional (French Speaking), Analyst, Warsaw

Private Wealth Management secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. The role of the employee will include liaising with PWM teams to support clients, facilitating initial onboarding of client relationships and subsequent account maintenance, and ensuring clients and accounts remain compliant with regulatory requirements.

Requirements

• Fluent in English and French
• Bachelor's degree or equivalent in Management, Finance, Accounting or Economics
• 1-3 years of prior work experience in a relevant field
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to self-direct, analyze and evaluate and form independent judgments