Wealth Manager
Full-time
Bagatela 15/lok. 84, Warszawa
13 300 PLN/monthly + bonuses
What will you be contributing to if you join Finax?
You’ll be part of building simple, fair, and innovative solutions, and you’ll support private clients in managing and growing their wealth.
Why do we believe you might enjoy working in this position?
You have the opportunity to change how clients perceive and think about wealth building and, if you wish, you can actively contribute through our Finax blogs, webinars, or podcasts.
Your key activities would include:
Managing an existing portfolio of clients and maintaining exceptional client relationships
Providing general investment and financial guidance
Communicating investment portfolio performance and developments in financial markets
Actively acquiring new clients
Working at Finax comes with these benefits:
Multisport card
Discounts on Finax products
Contribution to the European Pension (PEPP)
Healthcare package
Educational and development activities
Company-wide and team teambuildings
Wellness days
Contribution to your Finax investment account on milestone birthdays
We believe our cooperation will be successful if you:
have proven experience as a salesperson or account manager,
bring at least 2 years of experience as a private banker, personal banker, or investment advisor (a plus),
understand financial markets and financial products (a plus),
are precise, independent, and able to absorb large amounts of information,
naturally take a client-first approach and build strong, trust-based relationships.
What happens after you send us your CV?
We will get back to you within 7 working days from your application, either by phone or email.
Company Description
We are a licensed securities broker regulated by the National Bank of Slovakia. We bring fairness into the world of finance and create a better future for a financially secure, stress-free life.
Finax’s mission is to guide people on their financial journey through fair, simple, and innovative solutions. Through our financial education programs, we aim to improve financial literacy and inspire individuals on how to invest smartly, increase returns on savings, plan their finances, and avoid paying taxes where they are not required.
We were the first to introduce a robo-advisor platform (automated online financial advisory) not only in Slovakia and Poland but also in other Central European markets, making investing more accessible to everyone.
We are the first financial institution in the EU to receive a license to offer the Pan-European Personal Pension Product (PEPP). We currently manage more than €1 billion in assets for over 90,000 clients across five countries, and we are planning expansion into additional markets.