Junior Relationship Manager

• Apr 2021 - Present

Junior Relationship Manager Private Banking Nordic, Chinese and Swiss Market

• Sep 2016 - Jan 2021

Provision of Account Management Support to two relationship managers in charge of Nordic, Chinese and Swiss clients. In charge of managing CHF 450mio. client assets. Very successful in providing Swap-based lending solutions for owners of residential real estate in CH, France, Luxembourg, Monaco or the UK as well as wealth management solutions. Primary contact for clients regarding day-to-day account administration, providing a proactive and personalized service, with daily tasks including: • Cash Management / General account monitoring • Handling of enquiries / investigations (related to payments, credit cards, online banking, statements, trades etc.) • Placing and monitoring all kind of securities-related transactions (trades, Transfers versus and free of payment, corporate actions) • Managing the legal and compliance tasks associated with the client business, i.e. account opening procedures, reviews and maintenance • Setting up of credit and trade facilities for clients • Advisory • Preparation and attending of client meetings • Deputizing for the RM and all the other team members • Agenda Management / handling of expenses Show less

Junior Relationship Manager / Assistant Vice President Russian Market

• Jan 2015 - Sep 2016

- Member of a team of finance professionals to build a new business within an entrepreneurial bank - Focus to date mainly on Sales & Marketing to attract client assets, augmented by Account Management activities (same as in my previous role at Credit Suisse, see details below) as new clients are on boarded - Member of a team of finance professionals to build a new business within an entrepreneurial bank - Focus to date mainly on Sales & Marketing to attract client assets, augmented by Account Management activities (same as in my previous role at Credit Suisse, see details below) as new clients are on boarded

Junior Relationship Manager / Assistant Vice President

• Nov 2011 - Jan 2015

Junior Relationship Manager UHNWI Private Banking Eastern Europe---------------------------------------------------------------------------------------------- Directly covering UHNWI clients, their family offices and advisors, addressing their sophisticated needs and providing complex, tailor-made advice and solutions (particular focus on the Russian market)- Delivering tailor-made advice and services to clients from the whole UHNWI service and product offering of the Credit Suisse Group AG- Trading equities, fixed income, listed derivatives, mutual funds and FX- Permanently interacting and negotiating with legal, credit and business risk management, operations, trade execution desks, solution partners, asset management- Handling credit issues and cash/liquidity management- Conducting extensive KYC due diligence and client onboarding processes- Coaching and training junior team members and trainees- Carrying out of ad-hoc tasks (as RRRPs, PEP reviews, etc.) ensuring internal deadlines and requirements were always met- Covering shared relationship clients through the Credit Suisse Moscow branch Show less

Assistant Relationship Manager

• Feb 2007 - Nov 2011

Assistant Relationship Manager PB UHNWI Clients Private Banking Eastern Europe----------------------------------------------------------------------------------------------------------------- Cash Management / General account monitoring- Handling of enquiries / investigations (related to payments, credit cards, online banking, statements etc.)- Placing and monitoring of all kind of securities-related transactions (trades, transfers versus and free of payment, corporate actions)- Managing the legal and compliance tasks associated with the client business, i.e. account opening procedures, reviews and maintenance - Setting up of credit and trade facilities for clients- Deputizing for the RM and all the other team members- Participating in launching continuous improvement initiatives in conjunction with other departments- Drafting internal training manuals for new members of the team (and other teams) and helping to on-board new joiners- Training apprentices on the job- Speaker at the Private Banking International On boarding Program (on the Formalities topic)- Past my Global Train to Relationship Manager Program - Promotion to Assistant Vice President Show less

Human Resources Service Officer

• Sep 2006 - Feb 2007

- Handling of contracts, agreements and other correspondence- Handling of employment, internal transfer and leaving formalities- Manual release of salary payments to employees- In charge of the provision of references- Maintenance of personal data of our employees in PeopleSoft- Filing and maintenance of the personal files of our employees- Handling of daily mail

Security Officer Receipts International

• Aug 2004 - Sep 2006

- Handling (disposition, instructing and depositing) of securities receipts free of payment for: - SIS for Credit Suisse First Boston, Bank Leu and Bank Hofman - Euroclear for Credit Suisse First Boston and Bank Hofman - Clearstream for Bank Leu- Issuing of Instructions to depositories (AWD)- Maintenance of all our open positions- Trouble Shooting- Clarification of worldwide depository details by phone and e-mail for all business units- Checking of orders and amending them if necessary- Problem handling- Receipts of Funds free of payment for all business units of Credit Suisse Group, Offshore and Hedge Funds- Training of Apprentices on the job- Participating in Yellow Belt Projects Show less