Gergely Kovács

Experience

• 

  The Boston Consulting Group

  Jul 2004 - Aug 2004

  Intern

  Data-mining, presentation production, translation, on-site interviews.

• 

  University of West Hungary

  Sept 2005 - Nov 2007

  Lecturer and researcher (as PhD. student)

  Delivering management courses, researching.

• 

  Raiffeisen Bank

  Dec 2007 - Dec 2017

  Supporting the design and implementation of the investment strategy, selecting and monitoring the product range – including the design of the fund selection methodology (with AuM and P&L responsibility), ongoing sales and AuM measurement and actions, participation in the investment product development (bonds, funds, certificates), cooperation with external and in-house providers (fund houses, insurance companies), coordination between partner departments (CRM, IT, Private Banking, sales, treasury), pricing, developing and supporting the sales&service model, participation in the relationship manager selection, training and evaluation of sales experts, participation in IT developments, preparing marketing materials, supporting the implementation of MiFID II (mainly on the following areas: product governance, inducements, investment advisory). Show less

  • Senior investment product manager

    Jun 2014 - Dec 2017

  • Premium Banking sales support

    Nov 2009 - May 2014

  • Private Banking relationship manager

    Dec 2007 - Oct 2009
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  UniCredit Bank Hungary

  Dec 2017 - Apr 2024

  Senior investment product manager

  Main responsibilities:- MiFID suitability and appropriateness check logic (including the MiFID questionnaire);- defining and regularly updating the distributed investment funds' target market;- ex ante and ex post cost reporting;- participation in the development of remote (Internet, mobile) investment services;- supporting the maintenance and development of the securities account management software (Monolith);- participation in securities distribution related developments (e.g.: ESG, MiFID II.);- supporting the internal and supervisory audits;- certificates in the Premium Banking segment (training, examination, product management). Show less

• 

  Gránit Bank

  May 2024 - now

  Senior investment product expert

  Main responsibilities:- participation in the establishment of investment services;- defining the MiFID suitability and appropriateness check logic (including the MiFID questionnaire);- defining the distributed investment products' target market;- participation in the development of remote (Internet, mobile) investment services.