Director | Head Clients International

• Sep 2021 - Present

Director | Client Advisor

• Sep 2018 - Sep 2021

Belvédère Asset Management AG: http://www.belvedere-am.com/en/Main-Navigation/About-us.5.html

Relationship Manager Private Banking - International Clients Germany

• Nov 2017 - Sep 2018

The Zürcher Kantonalbank:https://www.zkb.ch/en/lg/ew/about-us/portrait.htmlPrivate Banking International - Zürcher Kantonalbank:The Zürcher Kantonalbank presents itself as an Universal Bank, whereas the section of the Private Banking International can be looked at as a boutique, which is specialized in investment advisory and asset management. For our German and Austrian clients, we offer two booking centers; the Zürcher Kantonalbank in Zürich and der Zürcher Kantonalbank Austria AG (Salzburg/Vienna).My function:In my role I discuss the financial plans of clients living in Germany (focus: northern germany) using knowledge of investment strategies, securities and real estate. Duties include assessing clients' assets, liabilities, cash flow and financial objectives.Typical activities include:- Meeting clients to understand their needs and demands- Developing and maintaining client relationships- Advising clients on investment strategies and capital markets- Providing periodic updates on the performance of investment portfolios- Advising clients on the homebuying process and offering mortgages- Identifying and acquiring new clients- Representing the bank on client events Show less

Relationship Manager Private Banking - International Clients "Swiss Abroad"

• Oct 2015 - Nov 2017

My function:Advising Swiss citizens living in the key markets: Germany, Liechtenstein, Spain, Great Britain and Israel. Further, Swiss citizens living in reactive markets such as Thailand, Indonesia, Australia and New Zealand are also in my responsibility.In my role I discuss the financial plans of the clients using knowledge of investment strategies, securities and real estate. Duties include assessing clients' assets, liabilities, cash flow and financial objectives.Typical activities include:- Meeting clients to understand their needs and demands- Developing and maintaining client relationships- Advising clients on investment strategies and capital markets- Providing periodic updates on the performance of investment portfolios- Advising clients on the homebuying process and offering mortgages- Identifying and acquiring new clients- Representing the bank on client events Show less

Assistant Relationship Manager Private Banking - International Clients

• Jul 2014 - Oct 2015

Assisting experienced Relationship Managers in the daily work servicing clients and handling administrative tasks and get increasingly involved with building client relationships, helping to maintain sales strategies and reaching targets.Typical activities include:- Receiving telephone calls, enquiries and requests, and handling them when appropriate- Debuty of the Relationship Managers during their absences- Monitor the maturity list for deposits, loans, trades; take action where appropriate- Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies, etc.- Handling payments, foreign exchange orders, stock exchange orders- Open accounts and take charge of formalities- Liaising with internal and external service providers- On the job training of less experienced staff- Supporting Team-Head in finding suitable solutions for special requests Show less

Apprentice

• Aug 2012 - Jul 2014

Commercial apprenticeship with stages in different departments such as Private Clients Basic, Private Clients Individual, Wealth Management and Corporate Clients. Banking related education in house as well as at the Centre for Young Professionals in Banking (CYP).