Jaroslaw Borczyk
Summary
Accomplished Financial Advisor with a proven track record of success in investment consulting and asset management, notably with Dukascopy Bank. Skilled in relationship building and analytical thinking, I excel in driving client satisfaction and financial performance. Expert in sales and investment advice, my career is marked by effective client acquisition and portfolio growth.Polish,English
Overview
15
15
years of professional experience
Work History
Financial Advisor
Independent
09.2016 - Current
Financial and investment consulting, reporting, risk management. Consulting for clients at various levels of advancement
Sales Specialist
IDM Brokerage House
01.2015 - 08.2016
Customer acquisition, investment advice, executing transactions on behalf of the client on the Polish stock market
External Asset Manager
Dukascopy Bank
05.2012 - 12.2014
Effective management of funds in Forex market
Director
International London Exchange
04.2012 - 12.2014
Managing own company in cooperation with a Swiss bank on currency markets. Organizing meetings, acquiring clients, managing assets
Currency Broker
First Swedish Research
02.2010 - 03.2012
Acquiring and maintaining good relationships with clients. Professional economic and investment consulting
Education
Bachelor of Arts - Finance And Accounting
WSB Banking School
Poland05-2010
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Driving license category B
Additional Information
I authorize the processing of personal data present in the CV pursuant to Legislative Decree 101/2018 and of the GDPR (EU Regulation 2016/679).
Timeline
Financial Advisor
Independent
09.2016 - Current
Sales Specialist
IDM Brokerage House
01.2015 - 08.2016
External Asset Manager
Dukascopy Bank
05.2012 - 12.2014
Director
International London Exchange
04.2012 - 12.2014
Currency Broker
First Swedish Research
02.2010 - 03.2012
Bachelor of Arts - Finance And Accounting
WSB Banking School
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