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Andrey Manannikov

Andrey Manannikov

Senior Customer Service Agent

Followers of Andrey Manannikov124 followers
location of Andrey ManannikovBeverly Hills, California, United States

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  • Timeline

  • About me

    Wealth Relationship Officer

  • Education

    • Moscow Tax Institute

      2005 - 2010
      Master's degree Finance and Credit

  • Experience

    • Banque Societe Generale Vostok

      Jul 2005 - Oct 2010
      Senior Customer Service Agent

      (Promoted in March 2007) Consulted daily at the Moscow branch of this French banking conglomerate with high net worth clients and customers on products, credit transactions. Adhering to policies, procedures and regulatory banking requirements. (Private Baking).

    • Russian Standard Bank

      Oct 2010 - Nov 2014
      Personal Account Manager (Private Bank)

      (Promoted in October 2012) Managed the recruitment, hiring and training of new employees. Supervised grow and deepen relationship with high net worth ($1M+, AmEx Centurion) customers, marketing potential clients to the service of wealth management banking. Advised and full supported high net worth clients on premium products, trust management, mutual funds, insurance products, international transfers and transactions for domestic and international assets. Interaction with departments/divisions of the Bank, as well as external partners and services; processing of client’s requests. Resolving complains. Participation in the development of products and services for clients of the Bank (Private Banking). Adhering to policies, procedures and regulatory banking requirements. Show less

    • Alfa-Bank

      Nov 2014 - Sept 2015
      Financial Advisor (Private Bank)

      Advised and full supported high net worth clients ($1M+, AmEx Centurion) on premium products, trust management, mutual funds, insurance products, international transfers and transactions for domestic and international assets. Interacted with departments/divisions of the Bank, as well as external partners and services; processed customers’ requests. Resolved complains. Participated in the development of products and services for customers of the Bank (Private Bank). Participated in recruitment; coordinated responsibilities for individual and collective sales plans. Developed with team numerous products and services for current and potential clients. Adhering to policies, procedures and regulatory banking requirements. Show less

    • Wells Fargo

      Feb 2017 - Feb 2018
      Specialist

    • TD

      Feb 2018 - Sept 2019
      Senior Customer Service Representative

    • JPMorgan Chase Bank, N.A.

      Sept 2019 - Nov 2021
      Relationship Banker

    • Merrill Lynch

      Nov 2021 - Jan 2024
      Assistant Vice President, Financial Solutions Advisor

    • HSBC

      Jan 2024 - now
      Wealth Relationship Officer

  • Licenses & Certifications

    • SIE

      FINRA

    • Series 7

      FINRA

    • Series 63

      NASAA

    • Life and Health Insurance License

      HSBC

    • Series 6

      FINRA

    • Series 66

      NASAA