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Eva Jahelka Filipp is listed as COO at Wealth Effect Management, In TOP 50 LinkedIn creators list, with a passion for enhancing financial literacy, empowering women, and guiding clients towards successful wealth succession. at Wealth Effect Management, a company with 30 employees, based in Bratislava, Slovakia, Slovakia. AeroLeads shows a matched LinkedIn profile for Eva Jahelka Filipp.
Eva Jahelka Filipp previously worked as Chief Operating Officer & Financial Literacy, Women Empowerment and Wealth Succession Advocate at Wealth Effect Management and Expert for Wealth Management at Csob Private Banking. Eva Jahelka Filipp holds Bsba, Business Administration from City University Bellevue Usa.
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I am a dedicated COO with a passion for enhancing financial literacy, empowering women, and guiding clients towards successful wealth succession. My values of transparency, integrity, empathy, equality, and lifelong learning form the foundation of my approach in both professional and personal endeavors.I am (as Chief Operating Officer), entrusted with the critical responsibility of overseeing and optimizing various processes, while setting high standards to drive excellence within the organization. My role also encompasses managing operational risks, ensuring a smooth onboarding process, and maintaining efficiency in day-to-day operations. Beyond my professional duties, I have a deep-seated passion for financial literacy, especially among the new generation. I firmly believe that empowering young minds with financial knowledge can shape a brighter future for them. Moreover, I am dedicated to motivate women to delve into the world of investing and attain financial freedom. In my pursuit of creating a lasting impact, I actively support and encourage women through various platforms, including my membership in the esteemed community "akčné ženy," where we collaborate, uplift, and reconnect with each other. Furthermore, another area of my expertise and interest lies in assisting clients in setting up structures and processes for the seamless succession and transfer of wealth to the next generation. I strongly advocate for transparency, integrity, and character in all aspects of life and business. My belief in lifelong learning and empathy drives me to continuously grow and understand the evolving needs of those I serve.
Listed skills include Banking, Risk Management, Business Analysis, Portfolio Management, and 11 others.
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A career timeline built from the work history available for this profile.
Bratislava, Slovakia
- Collaborating with the CEO in setting and driving organizational vision, operational strategy, and hiring needs- Translating strategy into actionable goals for performance and growth helping to implement organization-wide goal setting, performance management, and annual operating planning- Empowering young minds with financial knowledge and helping them.
Bratislava
- Proposing strategy and value proposition for HNWI- Mentoring and supporting junior colleagues- Defining business specifications for new products and services development targeted for wealth management clients- Proposing enhancements for existing products and services - Single point of contact for Patria Finance - managing all related activities- Actively.
Bratislava
- Proposing segment and product development strategy- Mentoring and supporting junior colleagues- Participating in Private Banking Committee (heads of PB SR, CR, HU, BE), proposing and implementing enhancements locally- Coordinating activities regarding existing products updates and new products development (Asset management, Dealing room, Insurance.
Bratislava
- Preparing products´ term sheet and supporting materials- Searching for new ideas in terms of products- Searching and analyzing operating issues in order to enhance business efficiency- Administrating web and intranet applications for private banking segment - Being first point of contact for clients requesting services of KBL Private Banking - Proposing.
Bratislava
- Direct cooperation with product factories, legal and custody departments in terms of products and agreements- Organizing marketing events - Organizing agenda with advertising and presentation materials- Handling of clients´ complaints in terms of products and services- Being in charge of EURO and MiFID projects- Creating and maintaining clients’ soft.
Bratislava, Slovakia
- Business development and B2B and B2C sales- Direct and indirect acquisition of clients- Conducting price proposals- Preparing itineraries- Booking and organizing activities
Bratislava, Slovakia
- Performing market research- Business development and B2B sales- Direct acquisition of new customers- Meeting clients, negotiating, conducting price proposals, closing business deals, post purchase service
Other employees you can reach at wem.sk. View company contacts for 30 employees →
Eva Galbincova
Colleague at Wealth Effect ManagementSlovakia, Slovakia
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MČ
Marián Čiliak
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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MK
Michal Kováč
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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AF
Alexandra Fitošová
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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JŠ
Jana Škripková
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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MB
Matej Bašťovanský
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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DZ
Desislava Zlatanova
Colleague at Wealth Effect ManagementBulgaria, Bulgaria
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MZ
Matúš Zliechovec
Colleague at Wealth Effect ManagementSlovakia, Slovakia
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MH
Marek Hlavenka
Colleague at Wealth Effect ManagementBratislava, Slovakia, Slovakia
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AC
Alexander Chizganov
Colleague at Wealth Effect ManagementBratislava, Bratislava, Slovakia, Slovakia
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Quick answers generated from the profile data available on this page.
Eva Jahelka Filipp works for Wealth Effect Management.
Eva Jahelka Filipp is listed as COO at Wealth Effect Management, In TOP 50 LinkedIn creators list, with a passion for enhancing financial literacy, empowering women, and guiding clients towards successful wealth succession. at Wealth Effect Management.
Eva Jahelka Filipp is based in Bratislava, Slovakia, Slovakia while working with Wealth Effect Management.
Eva Jahelka Filipp has worked for Wealth Effect Management, Csob Private Banking, Vox Spol. S R.O., and My Dva Slovakia.
Eva Jahelka Filipp's colleagues at Wealth Effect Management include Eva Galbincova, Marián Čiliak, Michal Kováč, Alexandra Fitošová, and Jana Škripková.
You can use AeroLeads to view verified contact signals for Eva Jahelka Filipp at Wealth Effect Management, including work email, phone, and LinkedIn data when available.
Eva Jahelka Filipp holds Bsba, Business Administration from City University Bellevue Usa.
Eva Jahelka Filipp is listed with skills including Banking, Risk Management, Business Analysis, Portfolio Management, Analysis, Negotiation, Private Banking, and Business Development.
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