Manager

• Apr 2021 - Present

Senior Consultant

• Sep 2017 - Mar 2021

Underwriter

• Jan 2014 - Jul 2017

My responsibilities included:• Underwriting of general aviation risks as well as general and products liability risks• Building up of a personal risk portfolio• Assurance of accurate issuance of policies, certificates, endorsements and invoices• Collection and maintenance of market information about the general aviation, general liability and products liability sector• Tracking of data on risks, which are declined or not written by Global• Establish and maintain strong relationships with key insureds and brokers• Regular key client visits and marketing activities in designated portfolios• Production of various reports for the management• Interaction with the underwriting teams in London, Paris, Cologne, Canada and the US mainly with focus on multinational major risks• Responsibility of project management of internal projects• Accounting responsibility in the absence of the accounting responsible of the team• Technical training and supervision of the Underwriting Analyst• Work at the head office in London with the Underwriting Team, including participation in various client and broker meetings

Underwriting Analyst

• Dec 2011 - Dec 2013

My responsibilities included:• Pre-underwriting work on submissions including data and risk analysis, peer comparison, premium status and data entry into pricing tools• Accompaniment, conduction and administration of underwriting processes on specific clients or portfolios• Creation and issuance of policies, certificates, endorsements and invoices• Support of premium credit control processes including monitoring of endorsements and adjustment premiums and ensure that actions (e.g. notice of cancellation or offsets) are implemented correctly• Interaction with brokers and insureds face to face, by telephone and by email to service queries and provide solutions to various problems• Production of various reports for underwriters and management• Participation in various client and broker presentations and meetings • Gradual development of technical know-how by participation in internal and external courses or work-shops • Accounting responsibility in the absence of the accounting responsible of the team• Work at the head office in London with the Underwriting Team, including participation in various client and broker meetings

Portfolio Advisor Associate / Tailored Portfolio Management Services

• Nov 2007 - Nov 2011

My responsibilities included:• Active consultancy of UHNW (Ultra High Net Worth = above 10mn CHF) clients together with Senior Portfolio Advisors• Assistance in creating a strategic direction on tactical activities for discretionary and advisory portfolios• Assistance in creating and implementing several investment proposals for clients on a discretionary and advisory basis• Assistance in organising and planning client visits • Client correspondence and phone calls in English, German and French • Coordination and control of the portfolio pricing and the necessary client documentations• Creating portfolio reviews on a regular basis• Daily control of portfolio transactions and cash positions as well as weekly controls of all corporate actions, limit orders, maturities and option assignments in the Senior Portfolios Advisor’s absence• Editing and graphical design of the AUM (assets under management) within the department• Implementing of the strategic directions through positioning of the following investment instruments: shares, bonds, funds, hedge funds, structured products, FX, FX forwards, Swaps and other derivatives• Processing of different investment requests by clients through a structured research process• Responsibility for the implementation of new mandates in the portfolio management tool• Responsibility for the mentoring and appraisal of the trainees and new Portfolio Advisor Associates

Private Banking Assistant, France & Belgium Team

• Aug 2004 - Oct 2007

My responsibilities included:• Active participation in the strategic planning of client visits• Answering, deviation and intermediation of phone calls in French, English and German• Client correspondence in French, English and German• Control and responsibility of legal documents for existing and new clients with regard to their correctness and integrity • Handling client requests such as giving information on foreign exchange, account status, stock market data, etc.• Handling the opening of accounts and safe deposits, balancing/settling accounts, updating client files and handling internal queries• Handling stock market orders, fiduciary deposits, FX transactions, fixed advances and payment orders• Preparation and co-ordination of business trips and follow-up control• Preparation of documentation for client visits• Handling of various administrative issues• Receiving clients in absence of the Relationship Manager• Supervisor and mentor of trainees

Commercial apprenticeship with Berufsmatura

• Aug 2001 - Aug 2004

During my apprenticeship, I gained deeper insight into the following departments within the bank:• Client Masterfile & Documentation• Corporate Actions Entitlements• Credit Administration• Executions & Brokerage Services• Investment Consulting• Maintenance Tariffs & Reconciliations• Money Processes• Portfolio Management• Private Banking (Deutschland-Team)• Risk Management• Securities Processes• Support Services