Edyta at iWealth is responsible for business development as a director and managing partner, work organization and support for Wealth Managers. At the same time, as a Wealth Manager, she works with wealthy clients.
She believes that the most important thing at work is ethical commitment, professionalism and, above all, understanding the needs and satisfaction of the client. Continuous development and gaining new knowledge and experience are also very important for her, thanks to which she can better meet the expectations of the client and employee and provide appropriate support.
Edyta has many years of experience in the capital market, with which she has been associated since 1994, and for almost 20 years she has been working with clients and advisers in the area of Private Banking. She gained her experience in the Private Banking Department of Kredyt Bank SA, initially as a Senior Advisor, then as the Manager of the Regional Private Banking Center, responsible for the operation and operation of the region and cooperation with other bank departments. The last 8 years she has supported the development of the Xelion Investment House. As a Team Manager and Customer Investment Director, together with her team, one of the largest in the company, she has won many awards and prizes for very good results. In Xelion, apart from managerial functions, she continued to work closely with affluent clients.
Edyta is a graduate of Pedagogy at the University of Wroclaw and Psychology at SWPS University. She completed postgraduate studies in Management and Marketing at the Wrocław University of Technology and postgraduate studies in Modern Personnel Management at the Wrocław University of Economics. She passed the exam for a Certified European Financial Advisor EFPA EFA (EFPA Polska), she also completed the Securities Broker Course.
