Wealth Manager

Don’t be embarrassed by failures, learn from them and start again. [Richard Branson]

Agnieszka has been involved in banking since 1992, working with individual and institutional clients from the very beginning. She joined the team of iWealth wealth managers in July 2020.

She started her professional career at Powszechny Bank Kredytowy in Warsaw. Over the years, she gained experience and competences working in the PBK Brokerage House and BISE Bank, where she was responsible for servicing institutional clients. Since 2001, first at BPH, and then at Pekao SA, holding, inter alia, functions of the Team Manager and the Director of Private Banking Clients, she was responsible for servicing the portfolio of Private Banking customers, as well as for the development of the investment offer addressed to them.

Following her motto, she is not afraid of challenges and various types of difficulties that may be associated with them. And so, apart from her professional work, she is actively involved in numerous social initiatives, including: “Bankers for Financial Education of Youth BAKCYL”, “Helmets for Medics during the Epidemic”, guardian of beginners in golf at the “Royal Golf Club in Wilanów”. In 2020, she became an EFPA Ambassador, representing certified EFPA advisers in contacts with the EFPA Poland Council.

Agnieszka is a graduate of the Faculty of Management at the Leon Koźmiński Academy of Entrepreneurship and Management in Warsaw. She completed numerous courses and trainings in the field of management, principles of cooperation and building investment strategies for wealthy clients. She is a Certified European Financial Advisor EFPA EFA (221/2011 / PL). Privately, a golf and culinary travel lover.