Experienced Private Banking / Relationship Manager
Dynamic banking professional with strong expertise in full client portfolio management (risk, investments, credits, core banking products).
Specialized in:
Proposing and managing tailored investment solutions (discretionary mandates, mutual funds, structured products)
Analyzing, granting and monitoring mortgage credits
Delivering personalized retirement & wealth planning advice (pension solutions, investment plans)
Preparing client meetings, managing documentation, payment traffic, account openings, archiving and follow-up
Regional digital responder (Dibex platform) – combining client support with digital banking toolsMore...