Bartek Zdziebko ACSI

Critic
DISC Type : C

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

Gibraltar, Gibraltar

Overview

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.

Personality Overview

Critic

ROI Driven

Precise

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care 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.
AI in Finance
Recently attended an event focused on the transformative power of AI, indicating a keen interest in its application to financial markets.

Media Appearances

Bartek has no verified media appearances

Work History

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

Education

2019 - 2020
Level 4 Diploma from Chartered Institute for Securities & Investment
2019 - 2020
Level 4 Certificate from Chartered Institute for Securities & Investment

More Information

Social Presence :

Prographics :

Exp : 11 Location : Gibraltar, Gibraltar Job Level : Middle Designation : Member of CISI Gibraltar National Advisory Council (NAC) at The Chartered Institute for Securities & Investment (The CISI)
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Insights For Selling To Bartek

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bartek is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Bartek

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Bartek move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Bartek take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Bartek

Personality Compatibility


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