Mihail Ivanov
Client Relationship Manager at Habib Bank Ag Zurich
Based in Risch, Switzerland
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Seniority
Manager
Department
Customer/Client Service
Location
Risch
Industry
Banking
Company size
1.7K
Contact information
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m•••••••@habibbank.com
Phone
5 credits+41 ••• •••• ••••
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Background
About Mihail Ivanov
Client-focused Account Manager with a proven track record of managing international HNW clients across EMEA and LATAM. Experienced in onboarding, KYC/AML, FATCA, and CRS compliance, and delivering bespoke investment support across equity, FX, and fixed income products. Skilled in CRM pipeline tracking (Salesforce, Excel, MS365), client lifecycle management, stakeholder engagement, and upselling/cross-selling. Adept at navigating cross-border regulatory frameworks and supporting portfolio growth while maintaining service excellence.
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