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Stanislav MACHULA

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Stanislav MACHULA
Driving License
Cap d'Ail (06320) France
Professional Status
Available soon
Open to opportunities
About Me
Experienced professional of financial sector oriented on business development and customer service
Resume created on DoYouBuzz
  • 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
  • Responsible for managing ultra high net worth accounts
  • Monitoring customer payments flows, frequent interaction with Compliance department
  • Development of customer relations, providing advisory services and preparing poroposals of financial solutions
  • Monitoring of customer credit files, cooperation with Credit department in the preparation, progress and implementation
  • 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