Experience

Edwards Wealth Management AG

• Switzerland
• Financial Services
• 1 - 100 Employee

• Junior Partner

  • Apr 2017 - Present



Boreal Capital Management

• Switzerland
• Financial Services
• 1 - 100 Employee

• Junior Relationship Manager

  • Jan 2016 - Mar 2017

  Part of a team that manages the private wealth of a portfolio of private clients, predominantly (but not exclusively) from Central and Eastern Europe Part of a team that manages the private wealth of a portfolio of private clients, predominantly (but not exclusively) from Central and Eastern Europe



UBP - Union Bancaire Privée

• Switzerland
• Banking
• 700 & Above Employee

• Private Wealth Assistant - Central and Eastern Europe

  • Aug 2011 - Dec 2015

  Assisting 5 relationship managers with implementation work: market orders, account openings and day to day client servicing; including derivatives, foreign exchange etc.Ensuring the smooth running of basic banking transactions: cash management, credit lines, credit cards, transfersResponsible for workflow on background checks, account opening forms and account applicationsPreparing investment proposal presentations and new client acquisition presentationsDesignated liaison with the representative office UBP Moscow: account applications, booking of market orders

• Apprentice

  • Aug 2008 - Aug 2011