Leading a Team of Great 15 colleagues to better results.Developing new products & improving existing flows on Financial Planning. PO, PB.Artificial Intelligence integration.Trainings & Support offered to network banks on Sales & Flows for Savings/Investing/Insurance products.Developing & monitoring Marketing Campaings: digital, online.

International Private Banking focusing on HNW, UHNW individuals and Corporates:• Responsible for the management of a senior portfolio of customers and maintaining the long-term relationships.• Provide product information actively seeking to acquire, retain and satisfy profitable relationships.• Portfolio Management and Active Advisory services.

Wealth management / Private banking• Responsible for the management of a senior portfolio of HNWI clients and maintaining and deepening the long-term relationships with them • Provide product information actively seeking to acquire, deepen, retain and satisfy profitable relationships• Diversify client portfolios, based on their profiles, through a wide range of Raiffeisen and other investment products with the aim of portfolio optimization, on-going development of long-term… Show more Wealth management / Private banking• Responsible for the management of a senior portfolio of HNWI clients and maintaining and deepening the long-term relationships with them • Provide product information actively seeking to acquire, deepen, retain and satisfy profitable relationships• Diversify client portfolios, based on their profiles, through a wide range of Raiffeisen and other investment products with the aim of portfolio optimization, on-going development of long-term relationship and the increase of the share of wallet• Acquisition of new quality clients, meeting internal and external guide-lines and procedures• Continuous monitoring of local and international markets developments and potential new investment solutions• Strict observation and follow up of given compliance regulations, such as KYC, AML, MiFID II• Participation and contribution in special projects (i.e. products, compliance, quality related activities) Show less

Volunteer in educational programs for students.

- Primary focus on managing the local experts on mentoring students in simulated business project;- Ensuring project objectives;- Courses on simulated business;

- Complex job: sales coordinator in funds and whealth management, trainer, marketing;- More than 200 people in indirect coordination;- Achieves volume and revenue goals via the combination of customer acquisition and indirectly through coordinated people;- Personally and proactively effective at building the business;- Provides product information actively seeking to acquire, deepen, retain and satisfy profitable relationships with internal and external clients;- Acquisition… Show more - Complex job: sales coordinator in funds and whealth management, trainer, marketing;- More than 200 people in indirect coordination;- Achieves volume and revenue goals via the combination of customer acquisition and indirectly through coordinated people;- Personally and proactively effective at building the business;- Provides product information actively seeking to acquire, deepen, retain and satisfy profitable relationships with internal and external clients;- Acquisition of new customers;- Matching products to the customer;- Handles customer service;- Participates in special projects and tasks including trainees and motivstion related activities;- Generating own leads, managing the sales process through closure;- First sales coordinator hired;- More than 10 times growth in sales after the first year;- First Asset Manager in Romania by actives after two years. Show less

Articles on economic topicshttp://www.curierulnational.ro/?do=cauta&q=Adrian%20Simion&page=2&total=248&tip=toate&timp=9999&sort=DESC

Sales consultant in savings and loans.

Sales consultant in life insurance.

Sales consultant in non-life insurance.