Eva Jahelka Filipp Email & Phone Number

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 to increase financial literacy- Motivating women to delve into the world of investing and attain financial freedom- Assisting clients in setting up structures and processes for the seamless sucession and transfer of wealth to next generation- Overseeing company operations and employee productivity, building a company culture in which team members thrive and organizational outcomes are met- Ensuring effective recruiting, onboarding, professional development, performance management, and retention- Evaluating performance and proposing opportunities for expansion and business development- Maintaining and building trusted relationship with key business partners and stakeholders - Assessing and implementing improved processes and new technologies, and collaborating with management regarding the implementation of these improvements- Establishing policies that promote company culture and vision- Managing operational risks - Driving the company´s operating capabilities to surpass customer satisfaction and retention- Managing staff resources to ensure proper client service- Coaching and mentoring wealth management advisors to help them meet service benchmarks and sales goals

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 cooperating with Corporate segment in terms of new projects MatchIt and Family owned businesses - single point of contact- Developing and managing relationships with other departments to promote cross-selling- Promoting segment internally- Being in charge of Next generation academies- Participating in CRM project - PB specific requirements- Steering in the area of the Investment clubs- Negotiating special non banking related offers for private banking clients from the area of travelling, luxury goods, real estate, etc.- Managing marketing events and all marketing related activities - Being in charge of new design manual and web page redesign in cooperation with Marketing division- Utilizing synergies with mother and daughter companies- Managing concierge services- Being in charge of trainings- Communicating with external partners

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, Leasing, Patria Finance) - single point of contact- Developing strong partnerships throughout the entire Private Bank and other business units, including close collaboration with the Retail/Premium Banking - Managing all phases of clients' satisfaction survey - Organizing marketing events for PB clients- Coordinating marketing activities with Marketing division- Being in charge of trainings- Being responsible for concierge services- Negotiating services and legal agreements with external partners

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 segment and product development strategy- Cooperating with other segments: distribution channels, marketing, legal, compliance, Asset Management, Dealing Room, Insurance company, Patria, ALM, etc. in terms of product development, product enhancement, analyses, reports- Being in charge of global portfolio management software- Coordinating marketing activities in cooperation with Marketing division- Being in charge of branch network certification; coordinating and optimizing trainings

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 data database- Developing CRM application from Microsoft Dynamics

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