Piotr Leśniak

▪ Advisory, management and sales of investment and insurance products including: Fixed Income Papers, Mutual Funds, Closed-end Hedge Funds, Structured Bonds, High Yield Bonds, Dual Currency Investments, CODs, Unit-Linked Insurance Policies and others.
▪ Comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on personal objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.
▪ Understanding customer needs and recommending suitable investment and insurance products and services
▪ Overseeing the financial activities for personal accounts
▪ Help customers by discovering financial needs
▪ Delivering outstanding customer experiences to grow customer loyalty
▪ Building and developing long lasting relationships with customers
▪ Meeting sales targets and managing budgets
▪ Implementing the new products, services and processes devised by head office
▪ Enrolling and training new employees and introducing leadership standards to the team

▪ Financial and Project Management of international assistance projects in EMEA Region
▪ Identifying and mitigating investment risk
▪ Conducting market research and project analysis
▪ Ensuring annual financial targets are met
▪ Identifying new business and commercial opportunities
▪ Managing international stakeholder relations
▪ Managing and supervising office staff