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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