Oliver König

Distribution & Client Relationship Manager at Seraina Invest AG
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Contact Information
us****@****om
(386) 825-5501
Location
Zurich, Suisse, CH
Languages
  • Deutsch Bilingue ou langue natale
  • Portugiesisch Bilingue ou langue natale
  • Englisch Compétence professionnelle
  • Französisch Compétence professionnelle limitée
  • Spanisch Notions

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Experience

  • Seraina Invest AG
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Distribution & Client Relationship Manager
      • mars 2022 - - aujourd’hui

  • Picard Angst
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Solution Advisor Real Estate
      • févr. 2021 - mars 2022

      - External and exclusive distribution for Steiner Investment Foundation (renamed to Seraina Invest)- Distribution of the internal Picard Angst investment solutions - External and exclusive distribution for Steiner Investment Foundation (renamed to Seraina Invest)- Distribution of the internal Picard Angst investment solutions

  • Swiss Prime Site
    • Switzerland
    • Real Estate
    • 1 - 100 Employee
    • GTP in Real Estate Asset & Portfoliomanagement
      • sept. 2019 - janv. 2021

      - Asset & Portfoliomanagement (Swiss Prime Site Immobilien AG)- Center Management (Wincasa AG) - Asset & Portfoliomanagement (Swiss Prime Site Immobilien AG)- Center Management (Wincasa AG)

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Advisor PKI & deputy PKB Verbund Löwenplatz Zürich
      • janv. 2012 - sept. 2018

      Client advisor for private clients domiciled in Switzerland, Portfolio of CHF 100 Mio.- Investment Advisory- Mortgages / Loans- Pension and Retirement Planning

    • Nachwuchsförderprogramm JUNA
      • août 2009 - déc. 2011

      - Private Clients domiciled in Switzerland- Wealth Management International (Desk Portugal)

    • Apprenticeship Banking
      • août 2006 - juil. 2009

Education

  • Lucerne University of Applied Sciences and Arts
    Master of Science - MS, Real Estate
    2017 - 2019
  • AZEK - The Swiss Training Centre for Investment Professionals
    CIIA candidate, Banking, Corporate, Finance, and Securities Law
    2022 - 2023
  • ISEG - Lisbon School of Economics & Management
    Exchange Semester MSc, Banking, Corporate, Finance, and Securities Law
    2018 - 2019
  • ZHAW School of Management and Law
    Bachelor of Science - BS, Banking & Finance
    2013 - 2017
  • The Hong Kong Polytechnic University
    Exchange Semester BSc, Banking, Corporate, Finance, and Securities Law
    2015 - 2015

Community

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