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Portfolio Specialist
SEB
- Żelazna 51/53, Wola, WarszawaWarszawa, Masovian
- offer expired 17 days ago
- contract of employment
- full-time
- specialist (Mid / Regular)
- hybrid work
SEB
Żelazna 51/53
Wola
Warszawa
Your responsibilities
Knowledge and experience of working with data (excel base)
Responsible for the gatekeeping function according to set processes
Responsible for compiling and holding the client portfolio and for keeping it updated with relevant client information
Verify client criteria fulfilment/ control of all local regulatory and business requirements
Coordinate business committees
Responsible for yearly review of client portfolio
Responsible for reporting of client portfolio analysis to relevant stakeholders
Participate in setting requirements on digitalization and automation of the process
Having a structured and flexible way of working
Building good relations with external counterparts and colleagues in SEB
Our requirements
Minimum 1-3 year of work experience in banking
University degree, preferably in banking or finance
Fluent in English (C1/C2 level)
Team player attitude
Strong drive and analytical abilities
Very good Power Point and Excel skills
What we offer
SEB is a solid employer. We have a strong ambition and are dedicated to creating an inclusive, friendly, value-driven culture where employees feel appreciated, respected and involved.
Our benefits include health insurance for you and your family, life insurance, individual pension fund, sports package, trainings as well as a top-notch office and great coffee.
Learn more about working at SEB www.sebgroup.com
Benefits
private medical care
sharing the costs of foreign language classes
sharing the costs of professional training & courses
life insurance
remote work opportunities
employee referral program
Would you like to take on new challenges in a fast-changing environment and supporting our global clients in SEB´s home markets? You will be working together with a team in Stockholm to provide global and local coverage services for our clients.
To apply for this position please send your resume in English.
SEB
SEB is a leading Nordic financial services group headquartered in Sweden and with presence in 20 countries worldwide. As a leading Scandinavian bank, we offer financial advice and a wide range of financial services with strong focus on corporate and investment banking. In its 30 years of presence on the Polish market, SEB has experienced the successful combination of the Scandinavian way of doing business with local expertise.
We are guided by a strong belief that entrepreneurial minds and innovative companies are key in creating a better world. We take a long-term perspective and support our customers in good times and bad.