Ramis Inogamov

- Dealing with UHNW clients on Fund and Lending

- Client acquisition on professional banking and crypto events

- Institutional account onboarding and liaison

- Crypto custody, lending and yield product specialist

- Account Manager for EMEA UK, Africa and Europe.

- Crypto OTC and Spot trading for UHNW and Institutional clients

- Managing client book of $750 mln

- Increased in yield and lending over 150% within 12 months

• Account Management & Oversight for Startup Fintech program
• Support for Fintech & Start-up’s in integration & deployment on / off chain
• VC liaison for performance, KYC & due diligence
• Assisted in raising $27m for fintech and startups
• Oversight for tech and marketing support with L1 & L2.
• Market and product analysis using Bloomberg & on-chain data
• Arrangement of DEX & CEX fund raise through IDO & IEO
• Strong relationship with over 20 Foundations and Associations team
• Liaison for Accelerator program with over $250mln funded projects
• Relationship management with KOL & Market Makers
• Experienced in AWS Lambda, GameLift, Containers, DynamoDB

• Forged strong client relationships to build optimum strategies based on financial circumstances and future goals.
• Appointed Team Champion for structured FTSE-linked Asset Management investment products.
• Achieved protection target 200%+ and secured consistently green KPI compliance.
• Articulated complex fund performance information to clients to assess the merits of different plans.
• Increased investment sales across three branches to over 100% of target.

• Lead on Discretionary, Absolute, and Bare UK Trust investments, minimising risk and maximising performance.
• Deliver expert advice on execution-only and discretionary investment management for USCitizens and residents.
• Segregated Accounts for reporting and customised investment.
• Collaborate with delegated fund managers to construct equity, fixed income, and private equity portfolios that optimise outcomes for trusts and individuals.
• Oversee assets of £650m trust and £350m private clients, leading investment management and investment suitability review.
• Established and manage bespoke NURS, SICAV and UCITS OEIC pooled investment vehicles for Ultra High-Net-Worth (UHNW) clients, heading project from inception to FCA fund registration.
• Source, appoint, and direct third-party fund managers to embed a high-performance culture.
• Review delegated discretionary investment managers mandate to ensure quality and suitability.
• Resolved significant compliance risk regarding suitability and private client KYC rules, avoiding FCA penalties.
• Cultivate and sustain strong relationships with key business clients and UHNW individuals.

• International investment arm of Citigroup, offering high-level wealth management services across global markets. Relationship Manager (Regulated)
• Maximised business development through increasing existing client revenue, net cash growth, and new customer acquisition.
• Oversaw key client interactions across the relationship lifecycle, to continually improve service quality
• Delivered outstanding and responsive customer support across a broad portfolio, building rapport, identifying client needs, responding to queries, maintaining Know Your Client information, and embedding AML compliance.
• Offered expert investment advice, creating portfolio Asset Allocations/direct sales to optimise client wealth, including Structured Notes, Mutual Funds, Brokerage Services (equities, bonds, ETFs), Lending products, and FX solutions.
• Coordinated investment portfolios for HNW clients including finance professionals, private equity investors, investment bankers, fund managers, and traders.

• Directed portfolio of 500 HNW clients as trusted customer advisor, completing holistic financial reviews, devising strategies, and suitable investment portfolios. Produced reports and forecasts for PIMS discretionary investments
• Facilitated HSBC private bank client introduction, to maximise business development opportunities.
• Monitored investment portfolios to enhance performance and ensure alignment with client expectations.
• Advised UHNW client on Asset Management products and services.
• Delivered comprehensive financial advice on investments, pensions, protection, and inheritance.
• Secured green rating for compliance and 100% satisfactory sales quality record.