Yury Kim

Experience

• 

  Citibank

  Mar 2005 - Jul 2008

  Relationship Manager/Citi Gold Executive

  - acting as a personal relationship manager to high net worth private individuals- accounts opening and maintenance- consulting on banking products, services and regulations- consulting on investment products: Mutual Funds, Fixed Income Securities, Market Linked Deposits, Structured Notes.- finance analisys and forming investment portfolio for VIP clients including local and foreign markets investment products with assistance of JPMorgan, Merrill Lynch etc.- drawing up individual asset allocation plans according to customer’s current and strategic financial targets- conducting portfolio review process on regular basis- handling, escalating, and following-up customer issues and complaints to insure that best quality service is provided Show less

• 

  Alfa-Bank

  Jun 2009 - Jan 2016

  Day-to-day management of the branch.Aggressively executes company strategies and initiatives and implements tactical plans to maximize sales and ensure the highest level of VIP customer service.Creates a team where employees are engaged, empowered, enthusiastic and committed to the success of the company.Creates an environment for open, continuous and proactive communication. Supports the growth and development of Sales Team Leads by providing coaching on operational and employee issues. Show less

  • Private Banking Product Head

    Oct 2012 - Jan 2016

  • Head of VIP Branch

    Jun 2009 - Sept 2012
• 

  Quantum Wealth S.A.

  Feb 2016 - now

  Head of Business Development Russia and CIS countries/Senior Advisor

  - Business development, sales;- International cooperation and affairs;- Push and level up business, new markets and opportunities;- Wealth planning (international tax, legal and financial environment, CFC) for HNWI;- Analysis of financial risk, project financing;- Loans, tax investment, asset management and asset protection;- Optimization of cash flows/incomes;- Business succession planning;- Specific investment structures such as trusts, foundations, private equity funds, life insurance. Show less