Adam Varga Email & Phone Number

▪ Investment Portfolio Management: Continually updated and refined the available portfolio of investment products, introducing new products aligned with market trends and customer needs.▪ Digital Strategy: Oversaw the company's online presence, electronic communication, and marketing strategy, optimizing for client engagement and brand positioning.▪ IT Development: Coordinated George Investment's IT developments, working cross-functionally to align technology initiatives with investment strategies.🎯 Portfolio Health feature in George: based on my idea, the mobile banking app of Erste now helps clients to take a further step to a healthy investment portfolio.

▪ Design and Update Investment Portfolios: Crafted and updated model portfolios and investment fund shortlists aligned with market trends and client preferences.▪ Professional Coordination: Streamlined the investment advice process and product portfolio to enhance client service.▪ Client Queries: Addressed and solved complex client queries related to unique financial instruments.▪ IT Development: Led IT projects to improve investment advice and advisory tools, coordinating with cross-functional teams.🎯 Erste Future Investment Program: Spearheaded a program attracting 70,000+ clients through strategic planning and effective client engagement.🎯 Modular Portfolio Management: Introduced an innovative portfolio management approach for Private Banking clients, enhancing diversification and investment strategies.

Supervise two teams, core responsibilities:▪ Provide business as usual products and services: government bonds, investment funds, certificates, Erste corporate bonds, etc.▪ Provide value added products and services for the Private Banking and Erste World (Upper Mass Affluent) segments: Discretionary Portfolio Management, structured products, special investment accounts, etc.▪ Organize the investment sales support for Private and World Bankers▪ Support and cooperate with the Group and Local Product Management teams (Austria, Czech Rep., Romania, Slovakia, Croatia)🎯 Coordinate the investment related projects of Citibank Hungary’s retail business line migration🎯 Manage the set-up of the Erste World segment’s investment part🎯 Implementing MiFID II Investor Protection requirements

▪ Take part in the set-up of the new Premium Segment (Mass Affluent)▪ Sales support for Premium Advisors▪ Manage all investment related projects in the Segment▪ Carry out statistics and presentations for the Management▪ 2012: Erste Group Innovation Award – Job Rotation in New York

▪ Develop new investment products and services▪ Keep contact with the 3rd party Asset Management companies▪ Make management reports and marketing materials▪ Education of the branch advisors from investment side

Hungary

▪ Support the Private Bankers in Portfolio Management services▪ Establish an investment fund rating service▪ Security trading

Bs, Finance

Bs, International Relations