Wealth Ambassador

• Sep 2022 - Present

Entrepreneur

• Aug 2017 - Present

Financing solutions for medical diagnostics Financing solutions for medical diagnostics

Private Banker

• Aug 2016 - Nov 2017

Duties include: - Acquisition, management and service of HNWI clients - Developing and managing long-term client relations - Active marketing and sales of the asset management services - Assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives, - Aiding client in understanding their risk preferences and investment horizon - Staying up to date and updating clients on trends in the financial markets - Tailoring portfolios to clients' preferences - Updating current clients on legislation changes - Working alongside an extensive advisor network, in order to always provide the best legal services to our clients. - Organising events for clients and prospects Wealth Management services provided by Evli Bank: • Discretionary mandates, tailored individually to our clients • Mutual funds • Fixed-income & equity instruments • Structured products • Life insurances Show less

Entrepreneur

• Apr 2013 - Jun 2015

Own business. Built and established own brand. Responsible for all business processes as well as day to day running. Managing a team, setting targets, evaluating performance, conducting interviews and trade tests, motivating the team and establishing good team relations in order to avoid a high staff turnover. Dealing with all marketing and PR, including social media and blog. Working on monthly marketing campaigns, window displays, online presence and in store events. Own business. Built and established own brand. Responsible for all business processes as well as day to day running. Managing a team, setting targets, evaluating performance, conducting interviews and trade tests, motivating the team and establishing good team relations in order to avoid a high staff turnover. Dealing with all marketing and PR, including social media and blog. Working on monthly marketing campaigns, window displays, online presence and in store events.

Business Development Executive

• May 2011 - Nov 2012

Business Development and direct marketing to Russian speaking countries. Marketing and Communications with the companies financial PR agency. Direct Input into the business plan based on extensive research into new market areas. Support to the business analysts. Managing weekly internal business overview. Business Development and direct marketing to Russian speaking countries. Marketing and Communications with the companies financial PR agency. Direct Input into the business plan based on extensive research into new market areas. Support to the business analysts. Managing weekly internal business overview.

Junior Private Banker

• Sep 2009 - Sep 2010

Client Acquisition (HNW Individuals). Hosting client meetings, preparing client information packs, account opening forms. Preparing periodic client reviews. Client correspondence. Financial crime awareness. Keeping up to date and complying at all times with all legal and regulatory requirements. Client Acquisition (HNW Individuals). Hosting client meetings, preparing client information packs, account opening forms. Preparing periodic client reviews. Client correspondence. Financial crime awareness. Keeping up to date and complying at all times with all legal and regulatory requirements.

Assistant Relationship Manager

• May 2009 - Sep 2009

Training period assisting private banking relationship managers. Processing new customer documentation. Organising/preparing customer meetings and reviews. Business development support. Drafting letters. liaising with customers on daily basis. proving seamless service in manager’s absence. Training period assisting private banking relationship managers. Processing new customer documentation. Organising/preparing customer meetings and reviews. Business development support. Drafting letters. liaising with customers on daily basis. proving seamless service in manager’s absence.

Business Development Manager

• Apr 2006 - May 2009

Identifying key market trends Working with management to help analyse market reports. Working on marketing campaigns, advertisement and organising events. Working on Internal Marketing (Brand positioning within the employees of the company). Developing new brand concept to join the group of brands under the Talosto umbrella. helping to position Talosto into the ‘Health Food Segment’ Identifying key market trends Working with management to help analyse market reports. Working on marketing campaigns, advertisement and organising events. Working on Internal Marketing (Brand positioning within the employees of the company). Developing new brand concept to join the group of brands under the Talosto umbrella. helping to position Talosto into the ‘Health Food Segment’

Financial Management Assistant and Interpreter

• May 2005 - Apr 2006

Translating Russian/English during meetings. Preparing and translating documents. General management support work Translating Russian/English during meetings. Preparing and translating documents. General management support work