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.

• 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.

• 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.

• 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