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Portfolio Specialist

SEB

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

  • sharing the costs of sports activities

  • 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.

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