- Файл
Мария
Банкір
Контактна інформація
Шукач вказав телефон та ел. пошту.
Прізвище, контакти та світлина доступні тільки для зареєстрованих роботодавців. Щоб отримати доступ до особистих даних кандидатів, увійдіть як роботодавець або зареєструйтеся.
Отримати контакти цього кандидата можна на сторінці https://www.work.ua/resumes/17170174/
Завантажений файл
Це резюме розміщено у вигляді файлу. Ця версія для швидкого перегляду може бути гіршою за оригінал резюме.
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)
[
[
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.
Схожі кандидати
-
Банкір
Київ -
Банкір
Помічна, Дистанційно -
Ревизор, аудитор, помощник руководителя, бухгалтер, банкир
12000 грн, Київ -
Банкір
Івано-Франківськ, Дистанційно -
Банкір
20000 грн, Дистанційно