Tomasz Szymula
Frasnacht
Summary
Dynamic Relationship Manager with over 11 years of experience in private banking and Fin-Tech banking environment, delivering exceptional financial solutions to High-Net-Worth Individuals (HNWI). Proficient in leveraging technology to enhance client engagement and streamline operations, ensuring that unique financial needs are met with precision. Committed to providing outstanding service in the ever-evolving landscape of private banking and FinTech, fostering trust and satisfaction among clients.
Overview
12
12
years of professional experience
5
5
Language
Work History
Relationship Manager
LLB Banking
09.2024 - Current
- Managed diverse portfolios of high-net-worth clients, ensuring financial needs met with tailored solutions.
- Built strong relationships with clients, contributing to increased satisfaction and retention.
- Developed strategies to enhance client engagement and promote financial products, resulting in growth of assets under management.
- Provided expert advice on wealth management and investment opportunities, consistently monitoring market trends.
- Actively acquired new clients through networking and participation in seminars, enhancing LLB brand reputation in Poland and Czech Republic via public lectures.
Relationship Manager
Saxo Bank
07.2019 - 09.2024
- Focused on expanding the Polish high-net-worth individual (HNWI) client segment, increasing assets under management and revenue through strategic relationship management and client education.
- Increased assets under management for the Polish HNWI segment by 85% in 2022 through tailored client services.
- Generated 2-5% revenue from assets under management by acquiring new clients and strengthening relationships with existing ones.
- Boosted revenue by 130% in 2020 by enhancing relationships with top clients and maintaining high service standards.
- Developed investment and trading strategies for HNWI and corporate clients, resulting in improved portfolio performance.
- Conducted seminars and educational sessions for clients, enhancing their understanding of financial markets and the bank's offerings.
- Contributed to various projects focusing on market research and the introduction of new financial instruments in the CEE region.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Managed client portfolios, ensuring alignment with financial goals and compliance regulations.
- Mentored junior relationship managers, fostering professional development and enhancing team performance.
- Analyzed market data to identify opportunities for business growth and client acquisition.
- Led cross-functional teams in executing strategic initiatives to improve service delivery.
Digital Sales - Privat & Corporate
Saxo Bank
07.2016 - 07.2019
- Focused on digital sales strategies for both private and corporate clients at Saxo Bank.
- Evaluated regional market dynamics to pinpoint current and future sales prospects, generating leads through calls, meetings, webinars, and seminars.
- Planned business development initiatives and collaborated with Referring Agents, resulting in the acquisition of over 150 new accounts within a year.
- Identified improvement areas and implemented corrective measures to address challenges and seize growth opportunities.
- Maintained compliance with all relevant regulations and upheld high ethical standards in all business dealings.
Account Service Representative
Saxo Bank
12.2014 - 06.2016
- Provided technical support and customer service in the financial sector, focusing on issue resolution and client engagement.
- Assisted clients with product and platform inquiries, identifying issues and delivering appropriate solutions.
- Reported on client interactions to improve overall service quality.
- Achieved sales targets by promoting product offerings and familiarizing clients with new features.
- Supported risk management efforts by addressing trade-related concerns.
Account manager/Retention officer
iFOREX
09.2013 - 12.2014
- Focused on managing client relationships and retention strategies to drive growth and performance.
- Exceeded sales targets by identifying and cultivating relationships with potential clients.
- Forecasted customer activity to proactively activate accounts at risk of reaching zero balance.
- Contributed to new business presentations and enhanced the client portfolio.
- Promoted a positive brand image through effective customer engagement.
Education
Master degree - Political Sciences in International Relations and Affairs
University of the National Education Commission
Kraków01.2006
Skills
High-Net-Worth Individuals (HNWI)
EXTRA-CURRICULAR ACTIVITIES
Kids Animator, YMCA Krakow successful, enjoyable
ADDITIONAL INFORMATION
Links: LinkedIn
Timeline
Relationship Manager
LLB Banking
09.2024 - Current
Relationship Manager
Saxo Bank
07.2019 - 09.2024
Digital Sales - Privat & Corporate
Saxo Bank
07.2016 - 07.2019
Account Service Representative
Saxo Bank
12.2014 - 06.2016
Account manager/Retention officer
iFOREX
09.2013 - 12.2014
Master degree - Political Sciences in International Relations and Affairs
University of the National Education Commission