Marcin Polisiak

-Delivering wealth management services to CITI PRIVATE BANK clients with guidance from the variety of teams (Bankers&Associate Bankers, Investment Chouncellors, FX Traders, Compliance, Business Managers etc.)
-Identifying and documenting new business opportunities for referral to banker or product specialist
-Performing responsibilities through proficient use of applications.
-Participating in service related process improvements
-Enforcing banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
-Coordinating account maintenance for all products and reporting on WINS including address changes, telephone number updates, account statuschanges, rates and fee waivers
-Managing and executing UHNW client transactions with respect to business and individual banking, credit and investment products
-Ensuring transactions are completed within audit and compliance standards as well as timely
-Timely execution of variety of live orders: FX, BUY/SELL for Structured Notes, SUBSCRIPTIONS/REDEMPTIONS of funds (PERE, HF, ETF’s)
-Obtaining banker/client appointments to build upon existing or establish new relationships
-Analysing the documentation - KIIDs, Order Tickets, other types of internal documents
-Training of new hires (total of 3 full trainings were conducted)

-Customer verification - regulatory requirements (AML, KNF)
-Operational support
-Managing the customer internal/external (Salesforce) data base
-Cooperating with other departments in implementation of customers agreements

-Preparing individual offers for both polish and foreign B2B sector
-Managing requests from B2C/B2B customers
-Processing integration requests from partnering banks
-Cooperating with other departments in implementation of various financial products
-Conducting KYC processes of B2B customers
-Verifying transactions in accordance to AML procedures

Collecting specific data about treatments from german/austrian/swiss pharmacists and doctors