Experience

Alpen Partners AG

• Switzerland
• Investment Management
• 1 - 100 Employee

• Partner

  • Oct 2021 - Present

  alpenpartners.com Alpen Partners is an independent Swiss wealth manager providing a full range of Swiss-based global wealth management services, independent investment advice, and family office services to an international clientele in over 30 countries around the world. Office locations: Seestrasse 69, 8806 Bäch|Wollerau (Headquarters) Seefeldstrasse 225, 8008 Zurich Rue des Alpes 7, 1201 Geneva Via Ferruccio Pelli 2, 6900 Lugano Switzerland alpenpartners.com Alpen Partners is an independent Swiss wealth manager providing a full range of Swiss-based global wealth management services, independent investment advice, and family office services to an international clientele in over 30 countries around the world. Office locations: Seestrasse 69, 8806 Bäch|Wollerau (Headquarters) Seefeldstrasse 225, 8008 Zurich Rue des Alpes 7, 1201 Geneva Via Ferruccio Pelli 2, 6900 Lugano Switzerland



Alpen Partners International AG

• Switzerland
• Investment Management
• 1 - 100 Employee

• Partner

  • Oct 2021 - Present

  alpeninternational.com Registered with the SEC in the United States as an Investment Advisor, Alpen Partners International is an independent Swiss wealth manager providing a full range of Swiss-based global wealth management services, independent investment advice, and family office services to American clients domiciled in the US and abroad. Office locations: Seestrasse 69, 8806 Bäch|Wollerau (Headquarters) Seefeldstrasse 225, 8008 Zurich Rue des Alpes 7, 1201 Geneva Via Ferruccio Pelli 2, 6900 Lugano Switzerland Show less



Julius Baer

• Switzerland
• Banking
• 700 & Above Employee

• Senior Client Relationship Manager, Executive Director

  • Sep 2016 - Sep 2021

  Relationship Manager in the Private Banking Region Americas, Sub-Region Mexico, responsible for the following tasks: - Supporting and advising the own client base - Acquiring new clients and building up the existing network - Analyzing portfolios and preparing investment proposals Relationship Manager in the Private Banking Region Americas, Sub-Region Mexico, responsible for the following tasks: - Supporting and advising the own client base - Acquiring new clients and building up the existing network - Analyzing portfolios and preparing investment proposals



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Relationship Manager, Director

  • Sep 2007 - Aug 2016

  - Relationship Manager for Mexico - Acquired a book of Mexican Relationships through my existing network in this Region - Responsible for CHF 350 mio AuM of Mexican Relationships (HNWI) - Relationship Manager for Mexico - Acquired a book of Mexican Relationships through my existing network in this Region - Responsible for CHF 350 mio AuM of Mexican Relationships (HNWI)



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Senior Relationship Manager,Director

  • Jun 2000 - Aug 2007

  - Responsible for the development and maintenance of a book of CHF 500 mio AuM of Mexican client relationships (HNWI) - Coordinated with colleagues from different businesses such as financial planning and the investment banking representations in order to exploit the acquisition potential of clients and prospects - Responsible for the development and maintenance of a book of CHF 500 mio AuM of Mexican client relationships (HNWI) - Coordinated with colleagues from different businesses such as financial planning and the investment banking representations in order to exploit the acquisition potential of clients and prospects



Mercedes Benz Leasing Mexico

• Credit Analyst

  • 1997 - 2000

  - conducted in-depth competitive analysis and market research for the new division Debis Financial services (yachts, airplanes and helicopters). - financial analysis and cash flow analysis to identify the risk of credit applications - assessed customer needs (clients and dealers) - provided quotes and followed through on contracts to ensure timely delivery - conducted in-depth competitive analysis and market research for the new division Debis Financial services (yachts, airplanes and helicopters). - financial analysis and cash flow analysis to identify the risk of credit applications - assessed customer needs (clients and dealers) - provided quotes and followed through on contracts to ensure timely delivery