Julija Upadiseva

Angestellt, Senior Private Banker, Swedbank Latvia
Riga, Lettland

Fähigkeiten und Kenntnisse

Professional and individual approach to persons in
flexible financial solutions.

Werdegang

Berufserfahrung von Julija Upadiseva

  • Bis heute 13 Jahre und 11 Monate, seit Sep. 2011

    Senior Private Banker

    Swedbank Latvia

  • 1 Jahr und 7 Monate, März 2010 - Sep. 2011

    Private Banker

    Swedbank Latvia

    Providing different types of financial consultations and solutions to the Private Banking customers. Particularly those regarding asset allocation, investment solutions.

  • 2006 - 2010

    Private Finance Consultant

    Swedbank Latvia

    Maintaining customer relationships, namely co-operation with high segment private and corporate customers; attracting new customers. Decision making in regard to customer’s applications concerning short-term/ long-term financing, asset allocation. Deputy tasks as brach manager, such as ensuring the achievement of the sales and quality plans objectives; monitoring and increasing customer satisfaction and loyalty.

  • 2003 - 2006

    Branch Administrator

    Swedbank Latvia

    Co-operation with customers. Ensuring branch office with technical and economic resources.

  • 2001 - 2003

    Senior chargeback officer

    Baltic Card Centre

    Revision of the customer’s credit card's complaints (mainly international complaints). Maintaining contacts and co-operation with local and foreign banks. Establishing new contacts with other bank specialists.

  • 2000 - 2000

    Authorization system specialist

    Baltic Card Centre

    Serving of the co-operation bank’s customers in regard to bank's payment cards. Revising and solving the problematical situations.

Ausbildung von Julija Upadiseva

  • 2007 - 2010

    International Business Management

    Salford University, Manchester

    Organisations Management, Managing Innovation, International Business Management, Strategic Management.

  • 2007 - 2010

    Business Management

    Riga School of Economics and Business Administration

    Business studies, Management and Economics

  • 2000 - 2005

    English language philology

    University of Latvia (BA)

    Business translations.

Sprachen

  • Deutsch

    -

  • Englisch

    -

  • Russisch

    -

  • Latvian

    -

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