Jakub Tůma
Private Banker
Hradec Králové
Summary
Business-minded Private banker bringing 7+ years of providing financial services to high-worth customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Highly driven individual with advanced understanding of sales, customer relations and goal planning.
Overview
7
7
years of professional experience
Work History
Judo Instructor
DAITO RYU
09.2017 - 01.2019
- Maximized tournament performance by emphasizing strategic planning and mental preparation in addition to physical training.
- Assisted students in preparing for regional and national competitions, helping them achieve success at various levels of competition.
- Mentored junior instructors, providing guidance on effective coaching techniques and classroom management strategies.
- Provided specialized instruction for children with disabilities, adapting lessons for an inclusive learning environment.
Licensed Mortgage Broker
EDO FINANCE
04.2017 - 02.2019
- Collaborated closely with loan processors and underwriters to ensure timely approvals and successful closings for clients.
- Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
- Explained very technical financial information to applicants in easy to understand language.
PRIVATE BANKER
ČESKOSLOVENSKÁ OBCHODNÍ BANKA
03.2019 - Current
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Demonstrated expertise in various banking products like loans or mortgages, ensuring clients make well-informed decisions.
- Contributed to the bank''s growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
- Maintained long-term relationships with clients through regular communication, proactively addressing concerns, and providing market updates.
- Enhanced team productivity by mentoring junior bankers on relationship management techniques and product knowledge.
- Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
Education
High School Diploma -
Grammary School
Plzeň, CR 04.2001 -
Skills
Portfolio Management
Relationship Building
Real Estate Financing
Asset Allocation
Investment Advisory
Cross-selling opportunities
Performance reporting
Creative Thinking
Time Management
Critical Thinking
Adaptability and Flexibility
Languages
Czech
Native language
English
Proficient
C2
German
Beginner
A1
Interests
Sales
Business
Lectoring
Financial markets
Psychology
Nutrition
Timeline
PRIVATE BANKER
ČESKOSLOVENSKÁ OBCHODNÍ BANKA
03.2019 - Current
Judo Instructor
DAITO RYU
09.2017 - 01.2019
Licensed Mortgage Broker
EDO FINANCE
04.2017 - 02.2019
High School Diploma -
Grammary School
04.2001 -