Wealth Manager

When the work you do, doesn’t give you joy but only money, you are terminally poor. iWealth gives me satisfaction and allows me to build real business relationships.

Przemek, as Wealth Manager, is responsible for cooperation with clients. He has many years of experience in selling investment funds, which allowed him to build long-term relationships with clients. He believes that relations with the client are built for years and lost in a second, therefore he always treats the client as a business partner not only in a bull market, but also in a bear market. Investments, especially long-term ones, are a challenge for him due to the waveform and volatility of results, which allows, in cooperation with clients, to build the right strategy through appropriate portfolio diversification.

He graduated with Dean’s Honors from the College of Management and Marketing in Poznan, majoring in Management and Marketing, with a minor in Banking. He is a graduate of postgraduate studies at the University of Finance and Management in Warsaw, in the field of Investment Funds Market. He also completed a stock exchange school at the Warsaw Stock Exchange. In the years 1997-2017, associated with Bank PKO BP SA , in the positions: Personal Banking Advisor, Customer Service Manager, Branch Manager, awarded several times for the level of customer service and results achieved.