Ivet Donkova

Finance ManagerFull Time

Senior Financial and Investment analystFull Time

• Job Details:Participate in full feasibility study, DD and valuation of potential investment opportunities for clients Provide investment advices and recommendations for clients Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence Develop, implement and use tools for managing and analyzing financial portfolios Develop F&B Fund allocated in Dubai under DIFC regulations

Private Banking and Wealth ManagementFull Time

• Job Details:Europe, Asia and Middle East private banking. Focus on prospect marketing system for High-net worth and ultra net worth client base. • Generated 18 introductions and 15 client conversions by coordinating with 16 private banks in Cyprus, Switzerland, Spain, UK, US, Russia, UAE, Singapore, Hong Kong. • Developed value-added pitches for prospects with wealth management solutions. • Marketed and presented investment platforms, wealth transfers. • Expended prospecting system quarterly by 12 new leads. • Generated line of prospects with net worth of $18 million. • Allocated and reconciled $ 27 M in investments to accounts.