Investment Reporting, Investment Controlling, Project Cooperation, Freelancing
Aktualisiert am 14.03.2019
Profil
Freiberufler / Selbstständiger
Verfügbar ab: 31.12.2019
Verfügbar zu: 100%
davon vor Ort: 100%
English
Fluent (Cambridge Certificate in Advanced English (CAE))
French
Good (DELF A1-A4 (B1) Certificate)
German
Mother tongue
Portuguese
Fluent
Spanish
Good (DELE B2 Certificate)

Einsatzorte

Einsatzorte

Zürich (+300km)
Schweiz
nicht möglich

Projekte

Projekte

5 Jahre 6 Monate
2013-03 - 2018-08

Supporting Relationship- and Portfolio Managers

Reporting Specialist
Reporting Specialist
  • Supporting Relationship- and Portfolio Managers
  • Creating consolidated Reports for UHNWI-Clients
  • Ensuring data quality of Investment Reports
  • Project based work for integration of Merrill Lynch
BANK JULIUS BAER
ZURICH
1 Jahr 1 Monat
2011-11 - 2012-11

Sabbatical - journey round the world

India, Cambodia, Vietnam, Thailand, Argentina, Bolivia, Peru, Br
3 Jahre 1 Monat
2008-10 - 2011-10

Supported the investment activities of institutional clients

Investment Consultant
Investment Consultant
  • Supported the investment activities of institutional clients
  • Designed sophisticated reports for the management board
  • Prepared and attended meetings of the management board
  • Created asset-liability and customer-specific studies
PPC METRICS AG
ZURICH
1 Jahr 7 Monate
2006-08 - 2008-02

Analysed risk of clients

Project Member
Project Member
  • Analysed risk of clients
  • Verified client data for compliance
  • Checked data consistency across different operating Systems
ABN AMRO BANK
ZURICH
1 Jahr 4 Monate
2001-11 - 2003-02

Advised retail clients

Assistant Account Manager
Assistant Account Manager
  • Advised retail clients
  • Took care of client service, support and sales
  • Was responsible for cash management
ST. GALLER KANTONALBANK
WIL
3 Jahre
1998-08 - 2001-07

Participated in diverse departments

Trainee
Trainee
  • Participated in diverse departments, such as tax office,
    social office, inhabitant- and migration control or financial
    administration
GEMEINDEVERWALTUNG
RICKENBACH

Aus- und Weiterbildung

Aus- und Weiterbildung

Education
2016 ? 2017: AWM®

AZEK Zürich

Degree: Associate Wealth Manager (AWM®)

2003 ? 2007: Betriebsökonom FH

Institute: ZHAW Zurich University of Applied Sciences, Winterthur

Degree: Betriebsökonom FH / Bachelor Degree in Banking & Finance

1998 ? 2001: KV & BMS

Institute: BZ Wil

Degree: Commercial education and Professional Maturity Certificate (KV & BMS)

1995 ? 1998

Institute: Secondary School Fischingen

1989 ? 1995

Institute: Primary School Dussnang-Oberwangen

Kompetenzen

Kompetenzen

Produkte / Standards / Erfahrungen / Methoden

MS Office Package

Einsatzorte

Einsatzorte

Zürich (+300km)
Schweiz
nicht möglich

Projekte

Projekte

5 Jahre 6 Monate
2013-03 - 2018-08

Supporting Relationship- and Portfolio Managers

Reporting Specialist
Reporting Specialist
  • Supporting Relationship- and Portfolio Managers
  • Creating consolidated Reports for UHNWI-Clients
  • Ensuring data quality of Investment Reports
  • Project based work for integration of Merrill Lynch
BANK JULIUS BAER
ZURICH
1 Jahr 1 Monat
2011-11 - 2012-11

Sabbatical - journey round the world

India, Cambodia, Vietnam, Thailand, Argentina, Bolivia, Peru, Br
3 Jahre 1 Monat
2008-10 - 2011-10

Supported the investment activities of institutional clients

Investment Consultant
Investment Consultant
  • Supported the investment activities of institutional clients
  • Designed sophisticated reports for the management board
  • Prepared and attended meetings of the management board
  • Created asset-liability and customer-specific studies
PPC METRICS AG
ZURICH
1 Jahr 7 Monate
2006-08 - 2008-02

Analysed risk of clients

Project Member
Project Member
  • Analysed risk of clients
  • Verified client data for compliance
  • Checked data consistency across different operating Systems
ABN AMRO BANK
ZURICH
1 Jahr 4 Monate
2001-11 - 2003-02

Advised retail clients

Assistant Account Manager
Assistant Account Manager
  • Advised retail clients
  • Took care of client service, support and sales
  • Was responsible for cash management
ST. GALLER KANTONALBANK
WIL
3 Jahre
1998-08 - 2001-07

Participated in diverse departments

Trainee
Trainee
  • Participated in diverse departments, such as tax office,
    social office, inhabitant- and migration control or financial
    administration
GEMEINDEVERWALTUNG
RICKENBACH

Aus- und Weiterbildung

Aus- und Weiterbildung

Education
2016 ? 2017: AWM®

AZEK Zürich

Degree: Associate Wealth Manager (AWM®)

2003 ? 2007: Betriebsökonom FH

Institute: ZHAW Zurich University of Applied Sciences, Winterthur

Degree: Betriebsökonom FH / Bachelor Degree in Banking & Finance

1998 ? 2001: KV & BMS

Institute: BZ Wil

Degree: Commercial education and Professional Maturity Certificate (KV & BMS)

1995 ? 1998

Institute: Secondary School Fischingen

1989 ? 1995

Institute: Primary School Dussnang-Oberwangen

Kompetenzen

Kompetenzen

Produkte / Standards / Erfahrungen / Methoden

MS Office Package

Vertrauen Sie auf GULP

Im Bereich Freelancing
Im Bereich Arbeitnehmerüberlassung / Personalvermittlung

Fragen?

Rufen Sie uns an +49 89 500316-300 oder schreiben Sie uns:

Das GULP Freelancer-Portal

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