Мария
Банкір
- Considering positions:
- Банкір, Спеціаліст з обслуговування клієнтів, Експерт з оренди, Клієнт-менеджер, Менеджер проєктів, Бізнес-аналітик, Стюард, Менеджер з продажу
- Age:
- 24 years
- City of residence:
- Kyiv
- Ready to work:
- Kyiv, Remote
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DALICHUK
Private Banking
About Me Education
Dynamic and detail-oriented Private
KYIV NATIONAL UNIVERSITY , BSC
Banking Associate with a strong
academic background in International
(09/2019 - 05/2023)
Business and Economics. Skilled in
building long-term client relationships, International Business and Economics
financial analysis, and delivering
tailored banking solutions. Passionate
about driving client success through
innovative strategies and exceptional
service. WU (WIRTSCHAFTSUNIVERSITÄT), BSC
(10/2023 - 10/2027)
Contact Business and Economics (BBE)
[
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Vienna, Austria
PRIVATE BANKING ASSOCIATE
08/2022 - 12/2024
Skills LLB Liechtensteinische Landes Bank AG
CRM Client Relationship Support: Assisted in managing relationships with
a portfolio of 50+ high-net-worth clients (HNWIs), supporting senior
Financial analysis
bankers in providing personalized financial solutions and maintaining
Sales and Cross-Selling a high client retention rate.
Sales and Business Development Assistance: Contributed to sales
Regulatory Compliance
strategies, helping achieve a 25% increase in annual revenue by
Presentation Skills identifying potential cross-selling opportunities and presenting
Technical proficiency tailored banking and investment products.
Financial Research and Analysis: Conducted financial research and
Networking supported portfolio analysis to align with clients’ risk profiles and
Market Research financial objectives.
Market Research: Supported market analysis efforts to identify
Team Collaboration
growth opportunities and assist in client acquisition initiatives.
Language Compliance and Risk Management: Ensured compliance with KYC,
AML, and other regulatory requirements, assisting in documentation
and risk assessment processes.
• German (B2+) Team Collaboration: Worked alongside senior advisors and internal
• English (advanced) departments to provide seamless operational and client support,
enhancing client satisfaction and efficiency.
• Russian (native)
Operational Support: Handled day-to-day administrative and
• Ukrainian (native) operational tasks, including coordinating client meetings, resolving
inquiries, and preparing reports to ensure efficient service delivery.
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The candidate's resume is posted at https://www.work.ua/resumes/17170174/