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Giuliano Fusco

Intro Book
  • Claim this Profile
Location
Zurich, Switzerland, CH
Languages
  • Deutsch Native or bilingual proficiency
  • Italienisch Native or bilingual proficiency
  • Englisch Full professional proficiency
  • Portugiesisch Professional working proficiency
  • Spanisch Elementary proficiency
  • Französisch Elementary proficiency
Skills
  • Private Banking
  • Bankwesen
  • Assetmanagement
  • Festverzinsliche Werte
  • Depotverwaltung
  • Show all
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Bio

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Experience

  • Decentia Investment Advisory AG
    • Switzerland
    • Investment Banking
    • 1 - 100 Employee
    • Equity Partner
      • Mar 2024 - Present

    • Investment Advisor
      • Jul 2022 - Present

  • Anova Partners
    • Zürich Area, Switzerland
    • Partner
      • Jul 2019 - Jun 2022
      • Zürich Area, Switzerland

  • Leonteq
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Associate - Cross Asset Structured Solution Sales
      • Oct 2017 - Jun 2019

    • Graduate Program Attendee
      • Oct 2016 - Sep 2017

      Junior Sales within the Leonteq Graduate Program

    • Internship Program - structured products sales
      • Apr 2016 - Sep 2016

  • BSI Bank
    • Zürich und Umgebung, Schweiz
    • Assistant Relationship Manager Private Banking Latin America
      • Jul 2013 - Mar 2016
      • Zürich und Umgebung, Schweiz

      - handling any kind of client requests inlcuding use of Bloomberg, such as FX transactions, equity/bond/derivative trading or lombard loans- execution and controlling of trades and wire transfers- controlling of ongoing maturities- account openings, closing and mutations- administration of clients dossiers and profiles- preparing and organizing client visits and business trips- close collaboration with the advisors in client relationship management- active communication with clients and strong collaboration with the back office- troubleshooting, handling various formalities and correspondence in German, English, Italian and Portuguese

  • Zürcher Kantonalbank
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Assistent Privatebanking
      • Feb 2013 - Jun 2013

      - execution and controlling of wire transfers- preparing and organizing client visits- account openings, closing and mutations- administration of clients dossiers and profiles- troubleshooting, handling various formalities and correspondence in German- preparing investment proposals with the given instruments- assisting the advisors in client relationship management

    • BEM Praktikum
      • Sep 2011 - Jan 2013

Education

  • 2017 - 2019
    AZEK
    CIIA, Certified International Investment Analyst
  • 2013 - 2014
    Português
    Português brasileiro
  • 2011 - 2013
    BEM Praktikum Zürcher Kantonalbank
  • 2011 - 2013
    CYP - Center for Young Professionals in Banking
  • 2008 - 2011
    Handelsmittelschule Enge

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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