Developing and managing reletionships with high net worth individuals and their families
Guiding clients in building and preserving their financial wealth, providing access to investment ideas and opportunities, wealth management products and services
Executing customer due diligence during onboarding processes, handling trade execution, ensuring liquidity management and maintaining ongoing client relationships
Providing family offices services such as assistance with relocation to Monaco or France, assistance with account opening and mortgage brokerage services, support with Real Estate projects, assistance with Insurance covers
Ensuring effective office management while overseeing the application of all regulatory requirements, with responsibility for timely reporting to the relevant authorities
Management and development of a direct distribution network in the Czech and Slovak Republics
Assessing local market conditions, identifying current and future sales opportunities, defining strategy
Definition and implementation of business and operational models and related processes
Responsible for achieving sales targets and strong leadership of sales teams
Executing of HR development plans to enhance the skills and capabilities of branch personnel, resulting in improved employee satisfaction and reduced turnover.
Coordinating sales support activities, campaigns, regional sales and customer events
