Investment Manager

• May 2020 - Present

Senior Manager, Private Banking at EFG Private Bank

• Apr 2018 - Jun 2019

· Managed credit applications and facility documentation on behalf of (U)HNW clients and advised them on property financing for prime residential property, working capital and equity release requirements. · Managed client on-boarding, interviewing clients to document source of wealth and source of funds, performing due diligence and drafting the Client Investment Profile (CIP) to devise the client investment plan. · Conducted the Annual Investment Reviews, assessing client investment objectives, risk tolerance and investment horizon in order to define and implement appropriate investment strategies. · Prepared the Annual Client Reviews for Special High-Risk Clients (SHRC) and Politically Exposed Persons (PEP), ensuring compliance with the regulatory regime. · Accepted and placed orders in the marketplace for securities, FX, derivatives, DCDs and complex products. · Increased the desk’s profitability ratio, Return on Capital Employed (ROCE), for the entire client relationship to > 60% by advising (U)HNW clients on obtaining credit for prime property financing. · Retained and grew an entire book of clients of departing RM, by outstanding client service through reviewing and processing credit applications, managing clients’ accounts and profiling their investment requirements. · Passed with merit the CeMAP exam and the Securities (level 4) exam within six months, now qualified to advise clients on investments and real estate financing.

Wealth Management - Associate Manager

• Jul 2013 - Apr 2018

· Drafted and updated Client Investment Profiles, helping to identify appropriate bespoke, holistic and unbiased client investment strategies, in addition to the regular daily tasks of the RMA role. · Worked in close collaboration and dedicated partnership with other departments, as with Compliance in documenting clients’ source of funds, obtaining corroboration of their wealth and approval to comply with FCA requirements. · Achieved a record of errorless performance with attention to detail in every task and aspect of work. • Contributed to a significant growth of AUM by 25% and increased ROA from 50bps to 85bps of assigned senior RMs. • Awarded Silver Level Ambassador for mentoring new hires and completing additional training initiatives in 2018.

Global Wealth & Investment Management - Senior Sales Associate

• Oct 2007 - Jul 2013

· Assisted in managing USD 1.2 billion of assets while at the UK and Israel desk in a book of UHNW clients, small to medium size Pension Funds and their Advisers, Hedge Fund managers, Family Offices and Nasdaq Listed Health Care and Technology companies, in Israel and the Jewish communities worldwide. · Actively involved in all aspects of the desk’s operations, assisting with investment proposals and compliance approval. · Coordinated the marketing of a bespoke trade for a UK defined benefit pension scheme, aiding with the marketing drive, production of materials and booking the trades. · Developed a platform for Executive option for entrepreneur clients with respect to opening dialogue with our New York office to execute the executive options and single stock financing. · Assisted in preparing investment updates and presentation material in relationship to Private Equity deals with direct co-investments, as an area of expansion towards private clients, Pension Funds and the corporate client segments. • Retained and transitioned a book of 92 clients, through shifting from Merrill Lynch to Julius Baer. • Promoted to Senior Sales Associate, Merrill Lynch in 2011, regularly listed on Dashboards for outstanding performance. • Achieved excellent yearly reviews on every single year of work, in Merrill Lynch and Julius Baer, 2007 – 2018.

Analyst

• Dec 2006 - Sep 2007

· Updated and maintained accurate records of AUM data while ensuring that revenues were accurately recorded on a monthly basis. · Provided advisory support to identify client investment objectives and derive appropriate solutions. · Updated and maintained accurate records of AUM data while ensuring that revenues were accurately recorded on a monthly basis. · Provided advisory support to identify client investment objectives and derive appropriate solutions.

Senior Sales Assistant

• Mar 2006 - Nov 2006

· Assisted a team of Investment Advisors by preparing pitch books, investment research, benchmark allocation and performance analysis. · Supported the team with mentoring newly hired employees · Assisted a team of Investment Advisors by preparing pitch books, investment research, benchmark allocation and performance analysis. · Supported the team with mentoring newly hired employees

Wealth Management - Sales Assistant

• Jul 2004 - Mar 2006

· Completed reconciliation and trade support to the bank’s sales and trading activities, through all product areas, from equity and fixed income to foreign exchange and derivatives.· Investigated and resolved discrepancies in trade subscriptions to alternative investments on behalf of (U)HNW clients.· Provided monthly management control reports, facilitating the construction of operational workflows in risk control function, including ongoing reviews and enchantments. · Promoted to work in a front office support role in July 2004.• Maintained continuous professional development through work performance, graduate programs and qualifications to progressively more advanced roles in Private Banking, learning, building competencies and experience in the endeavor to excel professionally.

Management Control Officer, Graduate Program 2002

• Sep 2002 - Jul 2004

Senior Client Services Representative

• Mar 1997 - Sep 2002

· Monitored and processed spot and forward FX as well as overnight and long-term deposits. · Maintained client accounts and assisted in allocating funds for stock transactions. · Completed various cash management duties. · Monitored and processed spot and forward FX as well as overnight and long-term deposits. · Maintained client accounts and assisted in allocating funds for stock transactions. · Completed various cash management duties.