Patrick Beglinger
Approval Specialist at credaris- Claim this Profile
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English Professional working proficiency
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German Native or bilingual proficiency
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Thai Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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First Certificate in English (FCE)
Cambridge English Language Assessment
Experience
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credaris
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United Kingdom
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Investment Management
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1 - 100 Employee
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Approval Specialist
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Jun 2019 - Present
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Kaderschule Zürich
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Switzerland
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Higher Education
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1 - 100 Employee
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Assistenz des Geschäftsführers
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May 2017 - Apr 2019
School administration: Organisation and implementation of written and oral examinations, preparation of timetables, study advice by telephone and e-mail, implementation and evaluation of surveys, etc. Organization of lectures, information events, seminars, meetings, certificate and diploma celebrationsHandling of ongoing correspondence and e-mail correspondenceCalendar management and schedulingMaintenance of Data in CRMFinancial and payroll accountingAnnual financial statement of financial accountingSettlement of social security contributionsPayment transactionsCoordination of marketing activities and maintenance of the website and social media accounts
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Interio
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Switzerland
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Retail
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1 - 100 Employee
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Sachbearbeiter Einkauf
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Aug 2016 - Apr 2017
Maintenance and reopening of article and supplier master dataFirst order of novelties and disposables, check of order confirmations and monitoring of delivery datesPreparation of extra order forms and purchasing aids in cooperation with the advertising agencyMaintenance of the internal photo underlaysManagement of samplesAssistance with the organisation of assortment replacementsParticipation in supplier discussionsCollaboration in the analysis and coding of life cycle managementClarification of customer and branch enquiries with suppliersCorrespondence and contact with domestic and foreign suppliers, customers and branches in German, French and EnglishPurchasing-related work during catalogue production, such as the creation of product lists, Organization of the photo samples and control of the "good to print".Maintenance and Opening of Article Master Data in the Online Tool PIMCoordination in case of quality problems between quality assurance, sales and marketing and the suppliersCreation of cross-departmental evaluations for the entire purchasing teamIndependent processing of price differences for invoicesCollaboration in various projects such as extra order processes or new living conceptsPreparation of various documents for the sales employeesRepresentation of the buyer
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Swiss Climate Foundation
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Switzerland
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Environmental Services
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1 - 100 Employee
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Sachbearbeiter (Zivildienstleistender)
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Feb 2016 - Jul 2016
Preliminary review of financing applications for energy efficiency and innovation projects, as well as project support and controlling Supervision of project partners (applicants), as well as contact to sponsors (partner companies) and network partners of the Climate Foundation SwitzerlandAdministrative work such as preparation and follow-up of advisory board meetings and other meetings, preparation of decision bases, design of presentation materials, keeping minutes and correspondenceDevelopment and maintenance of the quality management systemAdministration and maintenance of the website and the project database
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Swiss Re Corporate Solutions
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Switzerland
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Insurance
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700 & Above Employee
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Business Development Support
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Mar 2015 - Jan 2016
Providing full support in the field of client and broker management for the Country Manageri.e. developing sales presentations, analyzing portfolios, establishing all meeting preparationdocumentsFull responsibility for organization of business travels as well as expense managementDevelopment and compilation of financial business performance reports to evaluate andcompare business against plan and prior periodsManaging several projects as well as organizing dient events to support sales and underwritingteamsIn charge of the CRM tool; managing dient data or deal information, a monitoring sales campaignor account strategiesGiving introductions and trainings for the usage of the CRM tool as well as for the performancereporting tool
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Trainee
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Feb 2013 - Feb 2015
Providing full support in the field of client and broker management for the CountryManager Switzerland i.e. establishing sales presentations, creating and analyzingportfolios, providing all meeting preparation documents and managing several businesstripsEstablishing financial business performance reports to evaluate and compare businesswith prior performances to make analytical financial conclusionsManaging several projects and events in the Switzerland area i.e. projects to implementstrategies and ideas, organizing internal as well as external eventsBeing person in charge of the CRM tool by tracking client data or deal information andmonitoring sales campaign for SwitzerlandGiving introductions and trainings for the usage of CRM tool as well as for theperformance reporting tool
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Education
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ZHAW School of Management and Law
Bachelor's degree, BSc in Business Administration with a specialisation in Banking & Finance -
Kaderschule Zürich
Wirtschaftsfachmann Kaderschule Zürich, Economics -
Kantonsschule Limmattal
Matura, Biology and Chemistry