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Hello, I’m Nadezhda Machurina, a financial services professional with over 12 years of experience in wealth management, client onboarding, KYC, and regulatory compliance. I specialize in designing investment strategies and risk-managed portfolios that align with clients’ objectives, while maintaining strong governance and data accuracy. With a proven track record across Russia and Switzerland, I have opened new brokerage accounts, implemented asset allocation models, and led end-to-end onboarding and due diligence processes. I’m fluent in English and Russian, with working knowledge of German, and I enjoy translating complex financial concepts into clear, actionable plans for high-net-worth clients and teams.…Hello, I’m Nadezhda Machurina, a financial services professional with over 12 years of experience in wealth management, client onboarding, KYC, and regulatory compliance. I specialize in designing investment strategies and risk-managed portfolios that align with clients’ objectives, while maintaining strong governance and data accuracy. With a proven track record across Russia and Switzerland, I have opened new brokerage accounts, implemented asset allocation models, and led end-to-end onboarding and due diligence processes. I’m fluent in English and Russian, with working knowledge of German, and I enjoy translating complex financial concepts into clear, actionable plans for high-net-worth clients and teams.

Nadezhda Machurina

Project Manager, Presenter, Content Creator, +2

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Hello, I’m Nadezhda Machurina, a financial services professional with over 12 years of experience in wealth management, client onboarding, KYC, and regulatory compliance. I specialize in designing investment strategies and risk-managed portfolios that align with clients’ objectives, while maintaining strong governance and data accuracy. With a proven track record across Russia and Switzerland, I have opened new brokerage accounts, implemented asset allocation models, and led end-to-end onboarding and due diligence processes. I’m fluent in English and Russian, with working knowledge of German, and I enjoy translating complex financial concepts into clear, actionable plans for high-net-worth clients and teams.…Hello, I’m Nadezhda Machurina, a financial services professional with over 12 years of experience in wealth management, client onboarding, KYC, and regulatory compliance. I specialize in designing investment strategies and risk-managed portfolios that align with clients’ objectives, while maintaining strong governance and data accuracy. With a proven track record across Russia and Switzerland, I have opened new brokerage accounts, implemented asset allocation models, and led end-to-end onboarding and due diligence processes. I’m fluent in English and Russian, with working knowledge of German, and I enjoy translating complex financial concepts into clear, actionable plans for high-net-worth clients and teams.

Available to hire

Hello, I’m Nadezhda Machurina, a financial services professional with over 12 years of experience in wealth management, client onboarding, KYC, and regulatory compliance. I specialize in designing investment strategies and risk-managed portfolios that align with clients’ objectives, while maintaining strong governance and data accuracy.

With a proven track record across Russia and Switzerland, I have opened new brokerage accounts, implemented asset allocation models, and led end-to-end onboarding and due diligence processes. I’m fluent in English and Russian, with working knowledge of German, and I enjoy translating complex financial concepts into clear, actionable plans for high-net-worth clients and teams.

Skills

Experience Level

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Language

English

Fluent

Russian

Fluent

German

Intermediate

Work Experience

Private Investment Advisor at Investment company Aton (Official partner)

August 1, 2019 - Present

Opened new brokerage accounts in Russia and the UAE; delivered financial advice to clients; created investment/asset allocation models; assisted clients with financial planning; managed client risk through a diversified portfolio of investments, insurance, and trust products; developed and implemented investment strategies to meet clients’ short- and long-term objectives; performed end-to-end trading lifecycle; conducted KYC, due diligence, and plausibility checks; managed client data changes per regulatory requirements; acted as control function to mitigate operational and regulatory risks; collaborated with compliance and operations teams on client-related reviews; achievements include award recognition for innovations in discretionary management.

Private Investment Advisor at Investment company Aton

September 1, 2018 - August 1, 2019

Provided full-service financial planning to private individuals and corporate clients; implemented investment philosophy and constructed client portfolios based on asset allocation and risk-reward data; analyzed revenues/expenditures to identify opportunities to maximize returns; handled account opening documentation, internal KYC and due diligence reviews; supported rolling client reviews and ongoing monitoring.

Senior Relationship Manager - Private Banking at Bank VTB

July 1, 2014 - June 1, 2017

Delivered individual service and advice to privileged clients across banking, insurance, and investment products; prepared personal financial planning using a range of tools; attracted new high-net-worth clients; actively monitored investment accounts for adherence to investment and asset allocation policies; collaborated with compliance and internal control functions; led process improvements in client servicing and documentation workflows; achievements include rapid career progression and multiple recognitions.

Senior Financial Manager for High Net Worth Clients at Bank Open

May 1, 2013 - June 1, 2014

Provided individual service/advice across banking, insurance and investment products; developed long-term client relationships; performed financial analytics to support portfolio optimization and due diligence; managed client data maintenance and periodic reviews; collaborated with compliance and internal control functions; led process improvements in servicing workflows.

Senior Financial Manager for High Net Worth Clients at Sberbank

July 1, 2012 - May 1, 2013

Provided advisory services for high-net-worth clients; maintained client relationships; supported financial planning and investment activities; conducted client data maintenance and reviews; interacted with compliance and internal-control functions; led client servicing improvements.

Financial Manager for High Net Worth Clients, Head of Department at Moskomprivatbank

August 1, 2011 - July 1, 2012

Managed high-net-worth client accounts, providing financial planning and investment guidance; led department operations and client servicing; collaborated with compliance and internal control functions; drove process improvements in documentation and KPI reporting.