Paweł Kowalski

Managing Director

Warsaw Metropolitan Area

About

- 20 years of experience in Banking, Asset Management and FMCG industries - proven track record in managing: business, sales, marketing, products, segments and projects - extensive and successful experience in business lines, products launches and start ups - successful track in managing growth, maintenance, restructuring

Experience

  • Managing Director, Private Banking Division / Investment Strategy Department at Bank Pekao
    Mar 2015 - Dec 2020 · 5 yrs 10 mos

  • Nordea Bank (5 yrs 11 mos)
    • Managing Director of Private Banking
      Jan 2009 - Nov 2014 · 5 yrs 11 mos

      -Reporting to: Group Private Banking Head and VicePresident of Nordea Bank Poland -Plan delivery: P&L, sales volumes, service & advisory level, customer and employee satisfaction, -Development and implementation of strategy (including Business Case, offering, advisory & service model, communication). -Close cooperation and know-how transfer from Group entities -Development of CRM, monitoring tools and PB advisors working model

    • Executive Director for Retail Banking
      Jan 2009 - Sep 2010 · 1 yr 9 mos

      -Reporting to: VicePresident of Nordea Bank Poland -Reporting organization: Branch network – 1250 FTE in 203 branches and HQ Main achievements: in 2009/10 Nordea among top 3 banks in terms income&profit growth, 3rd place in mortgage sales (>10% market share), the best in Poland in credit portfolio quality, 2nd&3rd place in Newsweek Customer Service Survey

  • Nordea (3 yrs 3 mos)
    • CEO of Nordea Investment Management AB, Polish Branch
      Sep 2010 - Nov 2013 · 3 yrs 3 mos

      -Reporting to: Global Asset Management Head -Set up and management of Asset Management operations in Poland (similar to local TFI) -Very good performance of managed funds vs benchmarks and peer group (Nr 1 on the market in 3-years performance of key Insurance Funds (e.g. Polish Equities, Balanced Funds) -Proven quality of investment process and good cooperation with Institutional clients

    • Savings & Asset Management Country Head
      Sep 2010 - Oct 2012 · 2 yrs 2 mos

      -Reporting to: Global Savings and Asset Management Head and VicePresident of Nordea Bank PL -Development and implementation of Savings & Investment Value proposition for Mass, Affluent and PB segments -Management of Savings&Investment offering (pricing, distribution channels, compliance) -Introduction of advisory process and tools -Sales support (trainings, B-t-L, tools, reports & analysis, campaigns, incentives)

  • Bank Citi Handlowy (3 yrs 10 mos)
    • Wealth Management & Liabilities Head
      Jun 2008 - Dec 2008 · 7 mos

      -Reporting to Retail Banking Sales & Distribution Head -Targets execution in accounts, deposit, investment, insurance and treasury products -Development of strategy in WM area, optimization of the product offer and sales & service models

    • Retail Banking Regional Sales Head
      Nov 2006 - May 2008 · 1 yr 7 mos

      -Reporting to Retail Banking Sales & Distribution Head -Subordinates: 600 FTEs in 55 branches and supporting functions -Execution of sales and financial plans in Central-East Poland (the biggest from 3 regions: in sales, revenue and EBIT), in all retail segments: CitiGold (wealth management), CitiBlue (retail banking), CitiFinancial (consumer finance) and CitiBusiness (SME)

    • CitiGold Branch Network Head
      Mar 2005 - Nov 2006 · 1 yr 9 mos

      -Reporting to Retail Banking Sales & Distribution Head -280 FTEs in 10 branches and 15 subbranches -Sales&financial performance of reporting CitiGold branch network in all customer segments (Gold, Blue and Business)

  • Head of Projects&Channel Management at Citibank
    Dec 2002 - Oct 2004 · 1 yr 11 mos

    -Planning, execution on strategic business initiatives (variable compensation system development, branch network optimization, leveraging synergies from cooperation with corporate bank, migration of SME segment into Retail bank) in a close cooperation with Regional office in London -Management of the Expansion Project into new branches, increased sales force and marketing