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Kamil Smucerowicz

Kamil Smucerowicz

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  • Timeline

  • About me

    Dyrektor ds Klientów Strategicznych / Europejski Doradca Finansowy EFPA ESG

  • Education

    • Uniwersytet Mikołaja Kopernika w Toruniu

      -
      Bachelor's degree Philosophy 2009

      Activities and Societies: -Translatorium filozofii współczesnej z języka angielskiego -"Avant. Pismo Awangardy Filozoficzno-Naukowej"

  • Experience

    • Monhegan House

      May 2012 - Oct 2012
      General Maintenance

      hotel supply organizing, preparing events, waiting tables

    • Open Lender

      Nov 2012 - Jun 2013
      Senior Loan Specialist

    • Open Finance SA

      Jun 2013 - Jun 2014
      Depositary Specialist

    • Deutsche Bank Polska S.A.

      Jun 2014 - Sept 2016
      Consumer Banker

      - Sales of banking products: loans, personal and business accounts, credit cards, investing funds,deposits- Customer consulting and assistance- Upselling, cross-selling- Cash service- customer acquisition- attention to customer

    • State Street

      Oct 2016 - Apr 2022

      -Completing Net Asset Value calculation ensuring accuracy and timeliness.-Completing and prove reasonability of the Fund valuation components.-Performing valuations and reconciliations of the Funds with daily, weekly and monthly deadlines-Booking various types of fees based on invoices-Comparing and confirming account balances per trial balance to account balances per subsidiary ledgers, -Researching discrepancies.-Completing fund accountant checklist when required in accordance with procedures.-Involvement in departmental ad-hoc projects.-Involvement in the training and development of other team members as necessary.-Making recommendations for changes to processes and procedures and prepare documentation for review as required.-Work in SSC, English language Show less

      • Fund Accountant / Depositary Analyst

        Oct 2016 - Apr 2022

      • Mutual Fund Accountant

        Oct 2016 - Apr 2022

    • Santander Bank Polska

      Nov 2019 - Jan 2024

      - Investment advisory- broker's office- investment funds and certificates- VIP client - Consumer advisory regarding loans, mortgage, deposites, investment instruments- Selling banking products starting from marketing presentation, simulation to loan contracting, including analyzing compliance/business risk- Analyzing market practises- Customer support in using the bank's capabilities remotely- Up-sell, cross-sell, acquisition - Creating and implementing marketing strategies and solutions

      • Select Senior Manager

        Apr 2023 - Jan 2024

      • Select Manager

        Apr 2022 - Apr 2023

      • Consumer Premium Banker

        Nov 2019 - Apr 2022

    • Michael / Ström Dom Maklerski

      Feb 2024 - now
      Dyrektor ds. Klientów Strategicznych

  • Licenses & Certifications

    • Prawo Jazdy kat. B

      Wojewódki Ośrodek Ruchu Drogowego
      Apr 2006

    • EFPA ESG Advisor

      EFPA Polska
      Apr 2023

    • Rozpoznawanie autentyczności znaków pieniężnych

      Narodowy Bank Polski
      Feb 2016

    • OFWCA Agent Certifications

      AXA
      Feb 2016

    • European Certificate of Computer Skills- ECDL 2010

      Uniwersytet Mikołaja Kopernika w Toruniu
      Jun 2010