Veronika Klimesova

Veronika Klimesova

Investment operation officer

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location of Veronika KlimesovaBrno, South Moravia, Czechia

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  • Timeline

  • About me

    Customer acceptance unit at KBC Bank & Verzekering

  • Education

    • Language School PELIKAN

      2010 - 2011
      English, russian

      - Attended an Advanced English Language Course - Attended a Beginner Russian Language Course (certificate from knowledge in Russian, level B1)

    • Grammar school Bucovice

      2006 - 2010
      General studies
    • College of Polytechnics, Jihlava

      2011 - 2015
      Bachelor's degree economy and management
  • Experience

    • FNZ Group

      Nov 2016 - May 2018
      Investment operation officer

      To ensure daily tasks are executed in a timely manner and deadlines are met. To ensure information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution. Maintain records to ensure the investment process is transparent to regulators and external auditors regarding Breach and reconciliation recording. To prioritise workload to ensure all activities are completed on time and within agreed deadlines. Manual inserting data to the bank platforms, completing trades, dealing with faxes and contract notes, chasing fund managers, creating reports. Investigating issues for all clients within the company and managing the queue on daily basis. Show less

    • KBC Bank & Verzekering

      Jul 2018 - now

      Collecting documents from banks (Asia region), searching for information from ctp as beneficial owners, executive members, their personal data, ownership, regulations and negative information (past fines, sanction lists) together with statements from Relationship manager and our compliance department.Periodical review of such archived information depending on the risk.

      • Central acceptance unit

        Jan 2022 - now
      • Financial markets analyst

        Mar 2021 - Dec 2021
      • Reporting analyst

        Jul 2018 - Feb 2021
  • Licenses & Certifications

    • Certificate of completion I.T. Project management fo beginners

      Udemy Online
      Feb 2018