Natalya Larina

Educational experience

• CFA

  Passed all there levels, obtained diploma

• MGIMO

  World Economics, diploma with honors

Work experience

• NES, New Economic School, part time

  lector of Wealth Management module for programs: AWM (Associate Wealth Manager), CIWM (Certified International Wealth Manager), MWM (Masters in Wealth Management) — 2 years 6 months

• URALSIB

  HEAD OF INVESTMENT PRODUCT DEVEPOPMENT, all client segments (private, premium, retail) — 3 years 4 months More >

  6 teams (overall 20 people) under supervision
  
  Areas of responsibility: product strategy planning and execution, full product cycle
  incl. idea generation, negotiating with internal and external counterparties,
  marketing materials, sales force training and support, operations support, internal
  regulatory documentation;
  
  Distinctive product range for HNWIs (private bank): investment advisory, ESG
  products (bonds, equities, ETFs, mutual funds, discretionary mandates, structured
  products, real estate, pre-IPO, private equity) and premium clients (model
  portfolios, brokerage accounts, dedicated range of insurance and asset
  management mandates, structured products)

• URALSIB

  HEAD OF INVESTMENT PRODUCT DEVEPOPMENT for private and premium — 3 years 9 months More >

  Key achievements:
  − Launched premium product range incl. discretionary mandates, life insurance
  programs, brokerage and structured products
  − Investment penetration within premium clients increased from 10% to over
  25%
  − Revenue from investment products increased over two times
  
  Scope of responsibility:
  ● Investment product strategy for private and premium;
  ● Cooperation with asset management and insurance companies for
  determination of required product range and quality assurance;
  ● Negotiations with external service providers.

• URALSIB

  HEAD OF OPEN ARCHITECTURE DEPARTMENT, private bank — 4 years 7 months More >

  Key achievements:
  − Created independent product team and service range dedicated to HNWIs;
  − Investment products penetration in PB increased from 15% to above 50% of
  the client base;
  − Non-financial services (life style and legal and tax) have been transformed
  from pure loyalty to revenue generating business
  
  Scope of responsibility:
  ● Supervising 4 teams dedicated to internal and external services:
  o Investment product team;
  o Investment advisory team,
  o Life-style team;
  o Legal and tax team.
  ● Product development projects incl. risk profiling, model portfolios, financial
  planning, integrated reporting;
  ● Negotiations with internal and external counterparties to launch and support
  product range;
  ● Clients portfolio advisory.