Elena Petrenko

Becoming a coach has come natural after twenty five years in wealth management: I've worked with sophisticated and demanding clientele on one end and high-performance execution teams on the other. I've learned relationship development, team enhancement, human resourcefulness through practice and can implement my knowledge now as a solution focused coach having received formal training with Erickson Coaching International. I can offer convenient service designed to accommodate busy schedules. Specialties: team enhancement, performance improvement, change management, personal transformation, career change.

• Building and overseeing a book of client/prospect relationships by delivering strategic investment advice and wealth solutions
• Executing a strategy for profitable growth of the customer base and generating sustainable revenues
• Pitching to clients/prospects, tailoring investment strategy and arranging contracts
• Contributing to effective risk culture through full compliance with relevant regulation, policies and standards

• Team Head HNWI Zürich and Co-supervor Investment Team
• Full NNA and revenue responsibility, incl. strategy setup, annual budgeting and monitoring of operational and business risks
• Acquisition and development of new clients
• Revision of client portfolios and advising on investment products across all asset classes

• Devising investment solutions for clients across various asset classes
• Building and managing a sample investment portfolio (CHF 15 mln)
• Developing an international network of fixed income trading/sales counterparts

• Trading fixed income securities (gov/corporate/emerging markets/high yield)

• General management of the newspaper division (The Moscow Times, Capital)
• Budgeting and financial control
• Supervision of sales team with focus on advertising revenue

• Interpreting and translating for major oil and gas projects in former Soviet Union countries
  (Russia, Kazakhstan, Ukraine, Azerbaijan)

• Editing of publications on finance and economics