Karolina Žuravliova

Wealth Manager at Uniqum Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Vilniaus, Lithuania, LT

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Credentials

  • AML Master Training certificate
    Citadele bankas Lietuvoje
    Mar, 2023
    - Sep, 2024
  • Lithuania - IA - Investment Advisor´s Qualification
    Baltic Financial Advisors Association - BFAA
    Oct, 2020
    - Sep, 2024
  • Lithuania - LIA/NLIA - Life and Non-Life Insurance Advisor`s Qualification
    Baltic Financial Advisors Association - BFAA
    Jan, 2019
    - Sep, 2024
  • Driver’s license
    VĮ REGITRA/ State Enterprise REGITRA
    May, 2015
    - Sep, 2024

Experience

  • Uniqum Capital
    • Lithuania
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • May 2023 - Present
  • Citadele bankas Lietuvoje
    • Lithuania
    • Banking
    • 100 - 200 Employee
    • Assistant Small and Medium Business Clients
      • Aug 2022 - May 2023
  • Röntgen
    • Lithuania
    • Financial Services
    • 1 - 100 Employee
    • Investor Relations Manager
      • Feb 2022 - May 2022
  • Guidehouse
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Investigative Analyst
      • Sep 2021 - Feb 2022
  • Luminor Group
    • Estonia
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2020 - Sep 2021

      Working with consumer loans, mortgages and leasing.Loan application data analyses, screening and preparation for decision-making authority.Perform team and personal sales goals of bank products and services.

    • Client Consultant
      • Aug 2018 - Oct 2020

      Ensure excellent customer service.Achievement of individual and team goals, KPI's.Advise on financial solutions and products to private and business clients.Sell daily banking products, including attracting customers to the bank.

    • Finance Specialist
      • Nov 2017 - Aug 2018

      Call service.Private clients problem solving.Advise on financial solutions and products to private clients.

  • Invalda INVL
    • Lithuania
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2017 - Dec 2017

      New clients search. Consulting. Signing of contracts New clients search. Consulting. Signing of contracts

  • Compensa Life Vienna Insurance Group SE Lithuanian Branch
    • Insurance Agent
      • May 2017 - Dec 2017

      New clients search. Consulting. Signing of contracts New clients search. Consulting. Signing of contracts

Education

  • Mykolas Romeris University
    Additional studies, Business/Corporate Communications
    2023 - 2023
  • SMK University of Applied Sciences
    Bachelor's degree, Banking and Investment Management
    2018 - 2022

Community

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