Looks like you have JavaScript disabled. For the full Twine experience, you will need to re-enable it.

Hi, I'm Marina Filipovic, a client solutions and investment communications professional with 7+ years of experience across financial services, family offices, and consulting. I specialize in investor materials, product-focused presentations, portfolio reporting, and stakeholder management, collaborating across investment, legal, compliance, and relationship teams in multilingual, international, fast-paced environments. I have led end-to-end onboarding, developed client-facing materials aligned with product positioning and regulatory requirements, and driven cross-functional process improvements. I'm fluent in German, English, Serbian, Romanian, and French, and I enjoy turning complex data into clear, compelling narratives for UHNW clients and family offices.…Hi, I'm Marina Filipovic, a client solutions and investment communications professional with 7+ years of experience across financial services, family offices, and consulting. I specialize in investor materials, product-focused presentations, portfolio reporting, and stakeholder management, collaborating across investment, legal, compliance, and relationship teams in multilingual, international, fast-paced environments. I have led end-to-end onboarding, developed client-facing materials aligned with product positioning and regulatory requirements, and driven cross-functional process improvements. I'm fluent in German, English, Serbian, Romanian, and French, and I enjoy turning complex data into clear, compelling narratives for UHNW clients and family offices.

Marina Filipovic

Content Creator, Presenter, Content Designer, +4





Hi, I'm Marina Filipovic, a client solutions and investment communications professional with 7+ years of experience across financial services, family offices, and consulting. I specialize in investor materials, product-focused presentations, portfolio reporting, and stakeholder management, collaborating across investment, legal, compliance, and relationship teams in multilingual, international, fast-paced environments. I have led end-to-end onboarding, developed client-facing materials aligned with product positioning and regulatory requirements, and driven cross-functional process improvements. I'm fluent in German, English, Serbian, Romanian, and French, and I enjoy turning complex data into clear, compelling narratives for UHNW clients and family offices.…Hi, I'm Marina Filipovic, a client solutions and investment communications professional with 7+ years of experience across financial services, family offices, and consulting. I specialize in investor materials, product-focused presentations, portfolio reporting, and stakeholder management, collaborating across investment, legal, compliance, and relationship teams in multilingual, international, fast-paced environments. I have led end-to-end onboarding, developed client-facing materials aligned with product positioning and regulatory requirements, and driven cross-functional process improvements. I'm fluent in German, English, Serbian, Romanian, and French, and I enjoy turning complex data into clear, compelling narratives for UHNW clients and family offices.

Available to hire

Hi, I’m Marina Filipovic, a client solutions and investment communications professional with 7+ years of experience across financial services, family offices, and consulting. I specialize in investor materials, product-focused presentations, portfolio reporting, and stakeholder management, collaborating across investment, legal, compliance, and relationship teams in multilingual, international, fast-paced environments.

I have led end-to-end onboarding, developed client-facing materials aligned with product positioning and regulatory requirements, and driven cross-functional process improvements. I’m fluent in German, English, Serbian, Romanian, and French, and I enjoy turning complex data into clear, compelling narratives for UHNW clients and family offices.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Language

German

Fluent

English

Fluent

Serbian

Fluent

Romanian, Moldavian, Moldovan

Fluent

French

Intermediate

Work Experience

Senior Associate, Relationship Manager Private Clients & Family Offices at Sygnum Bank

April 1, 2025 - Present

Manage and deepen relationships with UHNW clients and family offices, ensuring delivery of tailored investment communication across digital asset and traditional products. Produce investment reporting materials and portfolio updates. Lead end-to-end onboarding, coordinating across Legal, Compliance, Operations, and Investment teams to ensure regulatory and documentation accuracy. Develop client-facing materials and presentations used across channels, ensuring consistency with product positioning and regulatory requirements.

Chief of Staff at Alice Capital

September 1, 2022 - March 31, 2025

Produced investor reports, portfolio reviews, liquidity assessments, and investment presentations directly for the principal. Conducted investment and fund research (incl. private markets strategies), enabling comparative analysis and allocation. Managed cross-functional operational improvement projects, enhancing reporting frameworks, data quality, and the clarity of investment communication. Oversaw external advisor relationships (legal, tax, fund administrators). Coordinated events and internal communication flows, acting as a central point for strategy and operations.

Senior Account Director for Bentley Europe at Keko

October 1, 2019 - August 31, 2022

Directed multi-market communication, product-launch positioning, and PR strategy across 22 European markets. Managed €500K+ budget and vendor ecosystem; designed reporting frameworks used for campaign performance and stakeholder updates. Led creative production of high-value presentations, marketing collateral, and communications material aligned with corporate and product strategy. Secured consistent engagement from senior stakeholders through structured reporting, messaging clarity, and effective cross-functional collaboration. Renewed and expanded the Bentley Europe account by strengthening the strategic and analytical backbone of all communications output.

Business Consultant at BJSS Ltd

February 1, 2019 - October 31, 2019

Designed customer and communication strategies for financial-services clients, improving reporting flows and stakeholder transparency. Delivered operational improvement projects for insurance clients, enhancing data quality, process consistency, and KPI visibility. Managed multi-stakeholder workstreams under tight timelines, ensuring delivery of investment-related and operational materials.

Management Consultant at Accenture

May 1, 2017 - December 31, 2018

Specialized in process redesign, regulatory alignment, and product-lifecycle improvements for a global banking client. Product Owner for an internal platform; translated business requirements into UX, technical backlog, and cross-functional workflows. Improved compliance and incident-reporting frameworks, ensuring regulatory traceability and structured reporting.

Junior Analyst Global Governance Function at Deutsche Bank AG

April 1, 2016 - April 30, 2017

Supported global policy alignment, documentation standards, and governance reporting across multiple regulatory domains. Maintained controls and traceability frameworks used by senior management for risk oversight.