InvestiÄnà poradce â Senior Account Manager â European Financial Advisorâ¢
Our clients are exclusively IT and Telco companies employees with monthly income of CZK 50k+.We currently work with employees of the following companies: ADASTRA, s.r.o., Logica Czech Republic s.r.o., MICROSOFT s.r.o., NESS Czech s.r.o., Siemens IT Solutions and Services, s.r.o., SITRONICS TS, CZ, TRASK SOLUTIONS s.r.o.We help clients who altogether have more than CZK 4bn of assets. We are family finance specialists and we focus on investments (mutual funds, stock, bonds, real-estate) but we laso help our clients with mortgages, insurance and other financial products if appropriate.We have worked previously in PPF, Pioneer Investments, in the largest Czech banks or in Advisory Companies. Our 10 consultants team have more than 115 years of experience.Since 2005 we have also been working for CSOB, Raiffeisen bank or Ceska Pojistovna as consultants when they were introducing client advisory approach in their branches and networks. Since beginning of 2009 we help IT and Telco companies to change from Technology Oriented Selling on Sollution Selling. 453 IT specialists participated in our workshops just from January until October 2009. Among them 242 workshop participant were NESS Czech employees.