Mariya Karlash, CFA
Dubai,UAE
Summary
Accomplished Private Banker with 10+ years of experience, extensive network and outstanding relationship building skills. Detail-oriented and well organized with strong analytical skills and an affinity for helping clients understand the products that would suit their needs.
Overview
14
14
years of professional experience
8
8
years of post-secondary education
Work History
Director, Relationship Manager in Central and Eastern European Team
Julius Baer Middle East
Dubai
12.2017 - 01.2024
- Generate new clients and grow existing client relationships
- Performing various tasks from meeting the client and doing a full onboarding to the ongoing maintenance of accounts
- Monitoring clients’ changing circumstances and requirements and recommend suitable products and services
- Liaise with Investment Advisory team and find the most suitable investment solution for the clients
- Working closely with Wealth Planning team and offer succession and estate planning solutions.
Relationship Manager
BanyanTree Bank (rep office of Mauritius Bank in Dubai)
Dubai
11.2016 - 11.2017
- Identifying the target clients for the bank, building and maintaining relationship with them
- Opening accounts following all the KYC and compliance procedures.
Assistant Vice President, CISEE Team (Russian and Eastern European clients)
Barclays (Wealth and investment Management)
London
07.2012 - 01.2015
- Focusing on providing an integrated wealth management offering to new and existing High Net Worth and Ultra High Net Worth clients, identifying their financial needs and providing valued and trusted advice on an ongoing basis
- Responsible for increasing net new revenues to the team either by cross-selling or by introducing new relationships to the bank
- Responsible for providing the investment portfolio report to the team’s biggest client
- Worked on debt structuring transactions, wealth structuring mandates, cash back loans and basic banking needs of the clients.
Analyst, Global Banking & Investment Solutions (6-month rotation in Dubai)
Barclays (Wealth and Investment Management)
Dubai & London
08.2011 - 06.2012
- Assisted in preparation of client investment pitches
- Maintained a list of fixed income and equities on a continuous basis
- Worked closely with structured products specialist and helped to price the structured products
- Worked as an analyst in the team of private client lawyers headed by Jonathan Burt (former Partner at Baker & McKenzie London)
- Team focused on assisting UHNW families and trustees on a range of UK and international wealth management matters (dealing mainly with Middle Eastern client base)
- Worked closely with Private Bankers and other members of Wealth Advisory business in designing and executing tax, trust and insurance-based solutions.
Analyst, International Private Bank
Barclays (Wealth and Investment Management)
London
07.2010 - 07.2011
- Worked as an analyst in the French team assisting Private Banker in management of client relationships; acted as an intermediary between the clients and various divisions of the bank
- Ensured the delivery of top-level services by operational bank department
- Participated in building the investment proposals for the clients (custody & execution, advisory and discretionary portfolios), prepared tailored reporting for UHNW clients
- Opened and closed accounts for individuals, trusts and non-operating companies across different platforms (London, Jersey, Isle of Man, Geneva, Singapore)
- Daily tasks ranged from financial market updates, investment research, and preparation for client meetings to processing payments, booking trades (FX, equities, Fixed Income), credit proposals, client annual reviews.
Education
MSc Banking & International Finance -
Bayes Business School (formerly Cass Business School)
London, UK 09.2009 - 06.2010
License d’Economie et de Gestion (BSc Economics and Management) - Economics And Management
Université Pierre Mendès France - Grenoble 2
09.2006 - 06.2009
BSc in Finance and Credit with major in Business valuation (GPA= 4.7 out of 5.0) -
St-Petersburg State University of Economics and Finance (SPUEF), Russia
09.2004 - 06.2009
Skills
- Rules and regulations
- Clientbase development
- Revenue growth
- Daily operations
- Customer service
- Communication skills
Languages
Russian (native)
English (fluent)
French (fluent)
Timeline
Director, Relationship Manager in Central and Eastern European Team
Julius Baer Middle East
12.2017 - 01.2024
Relationship Manager
BanyanTree Bank (rep office of Mauritius Bank in Dubai)
11.2016 - 11.2017
Assistant Vice President, CISEE Team (Russian and Eastern European clients)
Barclays (Wealth and investment Management)
07.2012 - 01.2015
Analyst, Global Banking & Investment Solutions (6-month rotation in Dubai)
Barclays (Wealth and Investment Management)
08.2011 - 06.2012
Analyst, International Private Bank
Barclays (Wealth and Investment Management)
07.2010 - 07.2011
MSc Banking & International Finance -
Bayes Business School (formerly Cass Business School)
09.2009 - 06.2010
License d’Economie et de Gestion (BSc Economics and Management) - Economics And Management
Université Pierre Mendès France - Grenoble 2
09.2006 - 06.2009
BSc in Finance and Credit with major in Business valuation (GPA= 4.7 out of 5.0) -
St-Petersburg State University of Economics and Finance (SPUEF), Russia
09.2004 - 06.2009
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