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Nina Platikanova

Nina Platikanova

Relationship Manager

Talente
ZollikonMitglied seit 23. April 2026
Client Relationship ManagementKYC (Know Your Customer)Anti-Money Laundering (AML)Investment AdvisoryConflict ResolutionFinancial MarketsSalesCustomer ServiceVisual MerchandisingOperations ManagementAccounting SystemsBexioIllustratorIndesignPhotoshopProcreateCanvaERP Systems (Odoo, Future Factory)Regulatory ComplianceData AnalysisCommunicationProblem SolvingTime ManagementColor TheorySpatial CompositionDesign Principles
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Client Relationship ManagementKYC (Know Your Customer)Anti-Money Laundering (AML)Investment AdvisoryConflict Resolution

Über

Relationship Manager with strong client-facing experience in financial services and precious metals advisory. Demonstrated ability to manage complex client portfolios, exceed performance targets, and maintain long-term relationships. Proficient in KYC compliance, investment advisory, and cross-functional collaboration with trading and operations teams.

Berufserfahrung

Relationship Manager at philoro Schweiz AG (2024-02 – Present)

Managing client relationships and advising on precious metals investments with focus on HNWI and UHNWI clientele

  • Achieved over 120% of performance targets, demonstrating high efficiency and strong results under pressure
  • Applied strong conflict resolution skills to manage expectations and maintain long-term relationships
  • Managed a portfolio of clients with complex needs, ensuring structured and solution-oriented case handling
  • Advising private and corporate clients on the acquisition and divestment of precious metals, designing individually tailored investment strategies aligned with market conditions and client objectives
  • Supporting client onboarding processes, performing full KYC reviews, and ensuring adherence to all regulatory and compliance requirements
  • Preparing bespoke investment proposals and providing dedicated advisory services to HNWI and UHNWI clientele
  • Acted as primary point of contact between clients and internal departments (Compliance, Trading, Operations)

Operations Management Assistant at MyMythos (2023-04 – 2024-02)

Supporting day-to-day administrative and operational functions including accounting, reporting, and customer service

  • Preparing, managing, and posting invoices in Bexio and similar accounting systems, ensuring accuracy and timely financial processing
  • Supporting day-to-day administrative operations including scheduling, documentation handling, and reconciliation of internal records
  • Collecting and analyzing operational data to generate reports for senior management, contributing to strategic decision-making
  • Handling customer inquiries and providing structured, data-based solutions to support issue resolution
  • Creating and editing business documents, presentations, and correspondence for both internal and external communication
  • Ensuring strict adherence to company policies, quality standards, and regulatory frameworks
  • Providing direct support to the management team, including calendar coordination, travel arrangements, and task prioritization

Visual Merchandiser at H&M Group (2023-10 – 2024-04)

Developing visual concepts and managing store merchandising strategies to enhance customer engagement

  • Developing visual concepts and storytelling elements designed to create emotional impact and enhance customer engagement
  • Managing stockroom organization and conducting periodic storage checks and optimizations
  • Analyzing sales figures to refine visual-merchandising strategies and improve product performance (achieved 100% of performance targets)
  • Collaborating closely with cross-functional teams to align visual decisions with company goals and brand identity
  • Designing and implementing innovative window displays and in-store visual presentations
  • Applying a strong understanding of color theory, spatial composition, and design principles to elevate overall store aesthetics

Inside Sales & Client Service at Wild Republic Europe (2022-08 – 2023-10)

Managing customer relationships and conducting sales discussions for inside sales function

  • Contributing to marketing initiatives aimed at lead generation and strengthening inside-sales pipelines
  • Conducting advisory and sales discussions with prospective and existing clients
  • Managing and nurturing long-term customer relationships to support sustained business growth
  • Preparing product and service reports through the structured analysis of customer data
  • Handling written correspondence and ensuring high-quality customer service
  • Supporting administrative workflows within daily operational processes
  • Leading introductory meetings with potential clients on pricing structures, product portfolios, and service offerings

Reservation & Sales Specialist at Wyndham Hotels & Resorts Project (2020 – 2022)

Managing international client communication and handling reservations and sales inquiries

  • Managing international client communication and handling reservations and sales inquiries across Germany, Austria, Switzerland, and the USA (achieved 100% performance target)

Reception & Assistant at Dental Practice (2020 – 2022)

Managing patient reception and supporting dental treatments

  • Managing patient reception, appointment scheduling, and supporting the dentist during treatments

Swimming Instructor at Swimming School (2020 – 2022)

Conducting swimming lessons for children aged 3-9

  • Conducting swimming lessons for children, focusing on safety, confidence building, and skill development

Ausbildung

Bachelor of Arts in General Studies – University of West London (2018-06 – 2022-06)

Certification in Compliance and Financial Regulation – PolyReg Training, Switzerland (2024 – 2024)

State-Certified Design Technical Assistant (GTA) in Design and Media Technology – August-Bebel-Schule (2016-08 – 2018-08)

Fähigkeiten

Relationship Manager

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