Zhanna Gerbich
Director
Experience
12.2021 – present
time
03.2017 – 12.2021 Alfa Capital (Investment company, top 3 in Russia)
Moscow, alfacapital.ru
Director/Senior investment advisor (key clients and Forbes Russia list)
Wealth Department
• Build long-term relationships with the client HNW
• Attract for service (through direct sales and channels - recommendations, cross
block, events, etc.) and develop relationships with high-net-worth clients and their
families
• Execute a business plan for the sale of investment products and services
• To select customized solutions for each client in Russia and abroad
• Portfolio management of client assets
• To advise a wealth client, his family and business on the portfolio of assets and all
solutions provided by the Investment company and its partners, including with the
involvement of a partner
• Staff management
LOCKO-Bank Private Banking
Moscow, lockobank.ru/private-banking
Vice-president
• Attracting new client HNWI
• Bringing the knowledge and experience of large corporations into the development of
LOCKO-Bank Private Banking
• Changing the structure of work according to the experience of leading banks
• Implementation of a sales funnel for new investment products through a sales
investment advisor link
• Sale of new investment products for LOCKO- Bank: insurance products, bonds and
derivatives.
• Conducting trainings for clients in conjunction with investment advisers "Introduction
to Investments"
• Participation in product offer development
• Cooperation with leading Russian and international companies in Insurance, tax and
legal consulting
• Development of partnership relations
-Staff management
Moscow, pb.open.ru
Director
2014 - sales winner of attracting new money for investment
2015 - sales winner of partners: second citizenship and Real estate deals
2016 - Singapore banks experience in investment.
• Attracting new client HNWI
• Customer needs analysis, risk acceptable level estimation
• Legal support, preparation of bank documents
• Support of HNWI: physical and legal bodies (attraction of future resources, cash
management services, credit financing)
• Participation in product offer development
• Investment portfolio monitoring
• Cooperation with leading Russian and international companies in Insurance, tax and
legal consulting
• Development of partnership relations - Staff management 04.2005 - 04.2011 BSGV (Banque Societe Generale Vostok)
Moscow, societegenerale.com
Head of Branch (person of “Gold staff”)
2008- British banks experience in lending. Bad and non-performing loans. Bank
products and services development. (business education in London, UK)
05.2006, 07.2006, 05.2007 - organization of opening 3 new branches (retail, affluent,
private clients, corporate)
08.2006 - sales winner "Refer a friend"
2008-2011 - sales winner targets: loans, cross-selling, premium card
2009 - "mom" - coach for new employees of the Bank
08.2010-04.2011- leading position as branch manager
05.2010 - catching a safe cell cheater
• Targets Branch achievement
• Management of Sale, Credit, Cash, and Currency control Dep. of Branch (IB & Corp.
business)
• Staff management
• Credit files final approval
• Customer needs analysis, risk acceptable level estimation
• Participation in marketing and advertisement projects
• Preparation and holding of negotiations and meetings, conferences, forums
• Promotion from Account Manager-Deputy Head of Branch-Head of Branch 04.2003 – 04.2005 ROSBANK (transfer from First Mutual Credit Bank)
Moscow, rosbank.ru
Senior Loan officer of credit Department
• Achievement of West Group credit targets (6 Branches, subordinates-90 people)
• Participation in product offer development, marketing and advertisement projects
Moscow
Promotion from CDA to junior-officer- senior loan officer (CDA: work with safe-sells,
assistant of Director of West Group; loan officer: analyze of credit files, partnership
with car dealers and corporate clients, staff coaching (newcomers) 08.1998 – 11.2001 SBERBANK
Moscow, sberbank.ru
CDA-cashier Education 2001 Russian Economic Academy (of G.V.Plekhanov)
Qualification-an economist. Specialty - finance and credit 1999 Moscow Banking Academy
Qualification-an economist. Specialty – banking Professional skills 2022
2021
2016
2013
2012
20006 - 2008
2000
1999 • Development of internal and external customer orientation. Author's course by D.
Braginsky. Working in a changing world. Reboot. Author's course by D. Braginsky
• Psychology of influence in client work and management activities by RKA-Financial
Market Specialist, MFC Educational Center
• Skills to work effectively with customers for the sale of investment products by ADAM
• Business Style & Business Etiquette by Gil A.
• Skills of effective interaction with the customer, Advance Group
• Training “Sales Team Development» (Buro Akzent Corporate Development)
• Training “Sales winner: BtoC: technology of success”
• Organization of 3 BSGV’s Branches opening (normative, teaching staff, result’s
achievement of activity by Branch in first time of opening).
Training “New Management Force» bloc1&2 (DOOR training & consulting)
• Forex
• Educational center of Sberbank (diplomas of knowledge of cards, cash operations,
currency control, credits, psychological and other) Private skills
time
03.2017 – 12.2021 Alfa Capital (Investment company, top 3 in Russia)
Moscow, alfacapital.ru
Director/Senior investment advisor (key clients and Forbes Russia list)
Wealth Department
• Build long-term relationships with the client HNW
• Attract for service (through direct sales and channels - recommendations, cross
block, events, etc.) and develop relationships with high-net-worth clients and their
families
• Execute a business plan for the sale of investment products and services
• To select customized solutions for each client in Russia and abroad
• Portfolio management of client assets
• To advise a wealth client, his family and business on the portfolio of assets and all
solutions provided by the Investment company and its partners, including with the
involvement of a partner
• Staff management
LOCKO-Bank Private Banking
Moscow, lockobank.ru/private-banking
Vice-president
• Attracting new client HNWI
• Bringing the knowledge and experience of large corporations into the development of
LOCKO-Bank Private Banking
• Changing the structure of work according to the experience of leading banks
• Implementation of a sales funnel for new investment products through a sales
investment advisor link
• Sale of new investment products for LOCKO- Bank: insurance products, bonds and
derivatives.
• Conducting trainings for clients in conjunction with investment advisers "Introduction
to Investments"
• Participation in product offer development
• Cooperation with leading Russian and international companies in Insurance, tax and
legal consulting
• Development of partnership relations
-Staff management
07.2012 – 03.2017 Оtkritie Private Banking
Moscow, pb.open.ru
Director
2014 - sales winner of attracting new money for investment
2015 - sales winner of partners: second citizenship and Real estate deals
2016 - Singapore banks experience in investment.
• Attracting new client HNWI
• Customer needs analysis, risk acceptable level estimation
• Legal support, preparation of bank documents
• Support of HNWI: physical and legal bodies (attraction of future resources, cash
management services, credit financing)
• Participation in product offer development
• Investment portfolio monitoring
• Cooperation with leading Russian and international companies in Insurance, tax and
legal consulting
• Development of partnership relations - Staff management 04.2005 - 04.2011 BSGV (Banque Societe Generale Vostok)
Moscow, societegenerale.com
Head of Branch (person of “Gold staff”)
2008- British banks experience in lending. Bad and non-performing loans. Bank
products and services development. (business education in London, UK)
05.2006, 07.2006, 05.2007 - organization of opening 3 new branches (retail, affluent,
private clients, corporate)
08.2006 - sales winner "Refer a friend"
2008-2011 - sales winner targets: loans, cross-selling, premium card
2009 - "mom" - coach for new employees of the Bank
08.2010-04.2011- leading position as branch manager
05.2010 - catching a safe cell cheater
• Targets Branch achievement
• Management of Sale, Credit, Cash, and Currency control Dep. of Branch (IB & Corp.
business)
• Staff management
• Credit files final approval
• Customer needs analysis, risk acceptable level estimation
• Participation in marketing and advertisement projects
• Preparation and holding of negotiations and meetings, conferences, forums
• Promotion from Account Manager-Deputy Head of Branch-Head of Branch 04.2003 – 04.2005 ROSBANK (transfer from First Mutual Credit Bank)
Moscow, rosbank.ru
Senior Loan officer of credit Department
• Achievement of West Group credit targets (6 Branches, subordinates-90 people)
• Participation in product offer development, marketing and advertisement projects
12.2001 – 04.2003 First Mutual Credit Bank
Moscow
Promotion from CDA to junior-officer- senior loan officer (CDA: work with safe-sells,
assistant of Director of West Group; loan officer: analyze of credit files, partnership
with car dealers and corporate clients, staff coaching (newcomers) 08.1998 – 11.2001 SBERBANK
Moscow, sberbank.ru
CDA-cashier Education 2001 Russian Economic Academy (of G.V.Plekhanov)
Qualification-an economist. Specialty - finance and credit 1999 Moscow Banking Academy
Qualification-an economist. Specialty – banking Professional skills 2022
2021
2016
2013
2012
20006 - 2008
2000
1999 • Development of internal and external customer orientation. Author's course by D.
Braginsky. Working in a changing world. Reboot. Author's course by D. Braginsky
• Psychology of influence in client work and management activities by RKA-Financial
Market Specialist, MFC Educational Center
• Skills to work effectively with customers for the sale of investment products by ADAM
• Business Style & Business Etiquette by Gil A.
• Skills of effective interaction with the customer, Advance Group
• Training “Sales Team Development» (Buro Akzent Corporate Development)
• Training “Sales winner: BtoC: technology of success”
• Organization of 3 BSGV’s Branches opening (normative, teaching staff, result’s
achievement of activity by Branch in first time of opening).
Training “New Management Force» bloc1&2 (DOOR training & consulting)
• Forex
• Educational center of Sberbank (diplomas of knowledge of cards, cash operations,
currency control, credits, psychological and other) Private skills
• Adaptability to changing conditions
• Professional knowledge, skills
• Achievement orientation
• Organization of activities, control
• Motivation, employee development
• Ability to influence subordinates
• The ability to organize my own work
| Last Resume Update | April 2, 2023 |
| Address | Dubai, United Arab Emirates |
| zhannafinance@gmail.com | |
| Phone Number | +79104550267 |