Bartek Zdziebko ACSI in

Bartek Zdziebko ACSI

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Member of CISI Gibraltar National Advisory Council (NAC) at The Chartered Institute for Securities & Investment (The CISI)
📍 Gibraltar, Gibraltar

Bartek Z. is a Private Banking Professional at Bank J. Safra Sarasin in Gibraltar, specializing in serving HNWIs, family offices, and institutional clients. He holds CISI diplomas in Investment Advice and Paraplanning. Colleagues and clients describe him as reliable, professional, and a forward-looking problem solver.

He appears to have an appreciation for art and craftsmanship, having attended a Cartier exhibition. Bartek also values building strong client relationships, enjoying opportunities to connect with clients and collaborators in relaxed, celebratory settings outside of the office.

Unique fact: Bartek is a member of the Chartered Institute for Securities & Investment (CISI) National Advisory Council in Gibraltar.

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Experience
11 Years
Current Role
Member of CISI Gibraltar National Advisory Council (NAC)
Job Level
Middle
Location
Gibraltar, Gibraltar
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bartek cares about

HNWI & Family Offices
His career is focused on providing private banking and wealth management services specifically for high-net-worth individuals and family offices.
UK Pension Planning
He has a strong, stated understanding of UK private pensions from his past roles and CISI qualifications.
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Career

Work history

3-2023 - 4-2026
Member of CISI Gibraltar National Advisory Council (NAC)
The Chartered Institute for Securities & Investment (The CISI)
5-2022
Client Relationship Manager
Bank J. Safra Sarasin Ltd
4-2021 - 4-2022
Financial Adviser
Effective Financial Planning Group (EFPG)
9-2020 - 4-2021
Trading and Relationship Manager
Fiduciary Wealth Management Limited
11-2017 - 8-2020
Pension Administrator
Clifton Asset Management Plc
In the press

Media appearances

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Education
2019 - 2020
Level 4 Diploma
Chartered Institute for Securities & Investment
2019 - 2020
Level 4 Certificate
Chartered Institute for Securities & Investment
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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