Experience

Verium AG

• Switzerland
• Financial Services
• 1 - 100 Employee

• Investment Manager

  • Oct 2022 - Present



Pictet Wealth Management

• Switzerland
• Financial Services
• 500 - 600 Employee

• Vice President

  • Apr 2021 - Sep 2022

  Client Relationship Manager & Financial Advisor for Private Clients

• Assistant Vice President

  • Aug 2018 - Apr 2021

  Relationship Manager for Private Clients



Banque Lombard Odier & Cie SA

• Relationship Manager at External Asset Manager Desk, Assistant Vice President

  • Feb 2017 - Jul 2018

  Relationship Manager for External Asset Managers

• Relationship Manager at Independent Asset Manager Desk, Assistant Manager

  • Nov 2014 - Feb 2017

  Relationship Manager



Lombard Odier

• Investment Banking

• Team Assistant

  • May 2011 - Mar 2013

  • Supported the managers throughout the daily routines of Private Banking including trading, the creation and translation of customer presentation material and organized customer events• Researched, provided input and ideas, analyzed current situation, led discussions and implemented the new Swiss Onshore Strategy of Lombard Odier in the German part of Switzerland• Excellent analytical skills; processed client transactions, attended legal, risk and strategy assessment meetings with senior partners; reviewed and implemented target prospect client strategy; evaluated client portfolio optimization opportunities



BHF-BANK

• Banking
• 1 - 100 Employee

• Summer Internship

  • Jun 2010 - Aug 2010

  • Structured investment process as part of an overall investment process including schematic process analysis of active portfolio management, review of debt securities and the calculation of risk and return characteristics working closely with the Portfolio Management • Structured investment process as part of an overall investment process including schematic process analysis of active portfolio management, review of debt securities and the calculation of risk and return characteristics working closely with the Portfolio Management



Valcourt S.A Geneva

• Summer Internship

  • Jun 2009 - Aug 2009

  • Prepared reports of trading activities, undertook research, reorganized and listed client orders and client investment advisory, managed bond and client orders list • Prepared reports of trading activities, undertook research, reorganized and listed client orders and client investment advisory, managed bond and client orders list