Experience

Valiant Bank

• Senior Client Advisor │ Deputy Head of Branch Office

  • Sep 2017 - Present

  - co-leading a team of 4 employees- member of management- advisory of small and mid-sized enterprises- advisory of individuals- management of a client portfolio consisting of wealthy individuals and SMEs- adivsory and sales of financial solutions- advisory in topics such as strategy funds, loans, retirement planning, banking solutions- responsible in maintaining and developing a high-level expertise in various fields- maintaining due diligence and compliance… - co-leading a team of 4 employees- member of management- advisory of small and mid-sized enterprises- advisory of individuals- management of a client portfolio consisting of wealthy individuals and SMEs- adivsory and sales of financial solutions- advisory in topics such as strategy funds, loans, retirement planning, banking solutions- responsible in maintaining and developing a high-level expertise in various fields- maintaining due diligence and compliance standards- intermediate collaboration with company-own specialists and business partners- representing the company at various events Show more Show less



AgentSelly

• Expert in Real Estate Valuation & Financing

  • Nov 2018 - Present

  - valuation of real estate- offering financing solutions- guiding real estate tours- creating 360-degree 3d-recordings (matterport)



PostFinance

• Client Advisor

  • Aug 2013 - Aug 2017

• Contact Center Agent

  • Feb 2012 - Jul 2013