Wealth Manager

If you don’t set your goals, you are doomed to work at achieving someone else’s goals. [Brian Tracy]

Paweł as Wealth Manager is responsible for supporting clients in managing their finances. He has many years of experience in servicing affluent and Private Banking customers. In cooperation with the client, he is open to his needs and building long-term relationships. He gained professional experience in one of the brokerage houses and working for 13 years at Bank Zachodni WBK, among others in the segment of VIP and Private Banking clients, where he looked after clients’ assets in excess of PLN 1.3 billion.

He graduated from the Academy of Finance in Warsaw, with a degree in Finance and Accounting, specialization in Banking. He is a Certified Financial Advisor EFPA EFA (number 554 PL). He also completed courses organized by the Warsaw Stock Exchange, WSE Ambassador.