Ing. Maria Iacob
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Maria Iacob
- Bis heute 9 Jahre und 7 Monate, seit Nov. 2015
Investments and Pensions Consultant
Chase Buchanan
Chase Buchanan is a financial advisory company regulated within the EU by CySEC(287/15) and in the UK via FCA(762546). We place emphasis on handling clients’ affairs discreetly and responsibly and work internationally helping clients with UK pensions, investment strategies and reviewing existing investment portfolios alongside tax planning with the help of our tax accountant and barrister. We're not tied to any particular organisation so no bank, life or investment company influences the solutions we offer.
Direct client facing role. Supported clients with their day-to-day banking operations, assessed their financial needs, short and medium-term objectives and risk apettite. Processed bank account, credit card, loan applications, ran client due-diligence/KYC, affordability scenarios (income vs outgoings).
- 6 Jahre und 3 Monate, Aug. 2009 - Okt. 2015
Trading Support Manager/ Executive
FXCC / FXPro Financial Services
Recruited, trained and managed intraday trading support, sales and retention teams based on a culture of solid technical trading knowledge, personal responsibility and a to-do attitude. Created and published intraday technical analysis trading reports and articles, shared company and trading updates via social media. Ran client side due-diligence and KYC procedures on new trading account applications, managed trading accounts maintenance, processed client payments.
- 1 Jahr und 4 Monate, März 2008 - Juni 2009
Customer Support Team Leader
Kpax Marketing
Built knowledgeable and pro-active teams. Optimized performance trough the use of an open line of communication, interactive training sessions and constant monitoring of the team's activities.
Ausbildung von Maria Iacob
- 2014 - 2016
Economics and International Affairs
Universitatea „Ștefan cel Mare” din Suceava
Advanced Accounting, Trading, Management etc.
- 2008 - 2011
Finance & Accounting
Spiru Haret University
Accounting and bookkeeping
- 2006 - 2010
Computers and Information Technology
Universitatea „Ștefan cel Mare” din Suceava
Software programming
- Bis heute
Banking & Finance
European Institute of Management and Finance
AIF, AIFMD and UCITS - the Open-Ended Undertakings for Collective Investments (UCI) Law of 2012; the Alternative Investment Funds (AIF) Law of 2014; the Alternative Investment Funds Manager Directive of 2011.
Banking & Finance
European Institute of Management and Finance
MiFID II: Product Governance / Suitability & Appropriateness
Banking & Finance
European Institute of Management and Finance
MiFID II: Regulatory Overview & Best Execution
Banking & Finance
GP Global
Risk Management
Banking & Finance
GP Global
Anti Money Laundering Directive
- Bis heute
Banking & Finance
European Institute of Management and Finance
Compliance in EU Investments Firms and Banking Institutions
Banking & Finance
European Institute of Management and Finance
Business Ethics
Banking & Finance
European Institute of Management and Finance
Anti-Bribery and Anti-Corruption
Sprachen
Englisch
Fließend
Französisch
Gut
Rumänisch
Muttersprache
Italienisch
Grundlagen
Portugiesisch
Grundlagen
Spanisch
Grundlagen
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