Curriculum Vitae

A career across private banking, wealth management, and investment advisory.

Dmitrii Votoropin, CFA
Executive Director · Investment Counsellor

Location: Moscow
Mobility: Open to relocation
Experience: 14+ years
Designation: CFA

Download full CV (PDF) →

Experience

Executive Director, Investment Counsellor

Gazprombank · Private Banking

Jun 2024 — Present · Moscow

· Advise HNW clients on investment strategy; build and monitor diversified portfolios across global fixed income, equities, structured products, deposits, and alternatives, aligned to each client’s risk profile.
· Drive portfolio reviews, rebalancing decisions, and tactical asset-allocation tilts using a qualitative portfolio framework, in close partnership with relationship managers.
· Deliver market updates and investment views to clients and internal stakeholders; contribute to recommended-list, product-platform, and advisory-workflow initiatives.

VP, Head of Portfolio Counsellors & Analytics

Citi · Wealth Management

Jan 2022 — Jun 2024 · Moscow

· Led the Russia portfolio counsellors and analytics team — hiring, mentoring, and performance management — responsible for advisory quality and analytical output for Citi’s HNW and UHNW client base.
· Owned both quantitative (revenue) and qualitative (diversification index) advisory KPIs; ensured portfolio-quality and investment-revenue targets were met; coordinated with brokerage, treasury, mutual funds, sales management, and analytics teams.
· Defined and launched advisory products, structured solutions, and recommended strategies across DM/EM bonds, equities, structured notes, deposits, and alternatives.

Senior Business Development Manager / Senior Investment Counsellor

Citi · Wealth Management

Apr 2019 — Jan 2022 · Moscow

· Drove client acquisition, AUM growth, and investment-revenue generation across Citi’s wealth segment; structured solutions across Citi’s full global product shelf — DM/EM bonds, equities, capital-protected and yield-enhancement notes, deposits, and alternatives.
· Built advisory product platform and cross-team workflows with brokerage, treasury, mutual funds, and sales management; partnered with bankers to prospect new investment business.
· Received the 2020 Citi Chairman’s Council Award (Singapore) — top 5% of regional BDMs globally for investment-revenue generation and portfolio-quality metrics.

Senior Citigold Executive · Deputy Branch Manager

Citi · Citigold Wealth Management

Oct 2013 — Mar 2019 · Ekaterinburg

· Managed a portfolio of Citigold affluent clients; delivered investment advisory, portfolio reviews, and cross-sell of wealth and banking products. Consistently exceeded acquisition and AUM-growth targets, earning promotion to Senior BDM.
· Owned KYC for the client base and adherence to Citi’s sales-process and control framework.
· Received Citi’s AHS Award 2016 (USA) and Star Awards 2018 (Singapore).

Unpaid Intern

Citi · International Personal Bank

May 2016 · New York

Senior Financial Advisor

BCS · Brokerage & Wealth

Oct 2011 — Oct 2013 · Ekaterinburg

· Advised retail and affluent clients on brokerage, mutual funds, and structured investment products; led a team of financial advisors and drove acquisition and cross-sell.

Education

Master of Science, Economics & Social Science

Russian Academy of National Economy and Public Administration

2013 — 2015

Bachelor’s Degree, International Relations

Ural State University

2007 — 2011

Credentials & Memberships

CFA Charterholder

CFA Institute.

Member, American Finance Association (AFA)

Published academic researcher and financial-press contributor.

FSCM 1.0 Certified

Russian Federal Securities Markets Specialist Certificate.

Awards & Recognition

2020 Citi Chairman’s Council Award Singapore
2018 Citi Star Awards Singapore
2016 Citi AHS Award USA

Capabilities

Investment advisory · Qualitative portfolio framework · Asset allocation, portfolio monitoring & rebalancing for HNW/UHNW · DM and EM bonds · Equities · Structured notes (capital-protected, yield-enhancement) · Deposits and DCDs · Mutual funds and alternatives · Global markets and macro commentary · RM partnership and joint client coverage · Recommended-product platform and advisory workflow design · KYC and controls · Internal training, conferences, and webinars.

Languages

Russian (native) · English (full professional fluency) · Spanish (elementary)