See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Experience

    • Personal assistant to Executive, Co-owner of the company
      • May 2019 - Aug 2022
      • Geneva, Switzerland

      • development and maintenance of relations with foreign clients of the Manager for opening accounts for individuals, legal entities in Banks of Russia (Moscow: Alfa-Bank, Bank “Otkritie”, VTB Bank, Derzhava Bank)- meeting and accompanying foreign clients during their visits to Moscow on issues of communication with banks.- preparation and collection of all necessary documents of an individual/company for opening bank accounts, interaction with the relevant departments of the bank insofar they are concerned.- maintaining reports on the investment portfolio of clients for various asset classes.• Arrangement of the manager's work schedule - scheduling meetings, negotiations, conferences, events and business trips around the world.• Arranging meetings and telephone conversations.• Purchase of tickets and preparation of all related documents for business trips and private trips.• drafting letters, reports, requests, presentations, as well as replies and commercial offers.• interaction with translation agencies, notary offices, various foreign structures in the Russian Federation (embassies, consulates) insofar they are concerned.• solving personal issues related to the needs of Manager and his family members.

    • Senior Vice President
      • Aug 2011 - Apr 2019
      • Moscow, Russian Federation

      Search, attraction and servicing of HNW individuals whose assets are managed by a portfolio manager of MC for investments in the Russian and foreign markets. - financial advice on various asset classes- maintaining the client's investment portfolio- developing and maintaining relationships with clients- attraction of new clients- customer base management

    • Personal manager
      • Feb 2008 - May 2011

    • -
      • 2006 - 2007

Education

  • 1997 - 2003
    Государственный Университет - Высшая Школа Экономики / State University — Higher School of Economics
    Bachelor of Science (BS)
  • Federal Service for Financial Markets certificate
    Basic level, Banking and Financial Support Services

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles