Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Encouraging manager and problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Assisted in handling more than 200 clients and their investment portfolios
Participated in investment strategy planning, inc. tax optimization for more than 200 clients
Managed the Marbella office including the settlement of office expenses
Handled correspondence in English, Russian, German and Spanish
Executed of investment transactions and transfers up to CHF 100,000
Prepared documents for client meetings
Attended client meetings
Supported the Head of the Office (at the rank of vice-President) in daily duties
Organized and planning of incentive events for clients (eg. the Annual Golf Tournament at Costa del Sol)
Provided customer care and handled correspondence in English, Russian, German and Spanish
Transmitted stock exchange orders and transfers for execution
Provided linguistic support and organized cooperation between Dresdner Bank Schweiz and the Spanish Banco Popular
Prepared documents for client meetings
Organized and managed office supplies, ensuring the smooth running of the facility
Maintained and coordinated the calendar and planned business trips for the Head of the Office
Accounted for business travel expenses
Taught English language at all levels
Prepared groups of students for LCCI examinations
Prepared and implemented curricula for groups and individual students
Prepared monthly reports on students' progress
Translated (form Russian and English) and edited news reports based on reports from global news agencies (Reuters, Associated Press, Itar-Tass)