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Andrea Mathis is listed as Business Coach | Entrepreneur | Mentor & Agile Coach | Speaker & Representative | Leadership | Creative Thinker | Relationship Manager at Raiffeisen Gruppe, a company with 2631 employees, based in Zurich, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Andrea Mathis.
Andrea Mathis previously worked as Consultant, Entrepreneur and Business Coach at Raiffeisen Gruppe and AZEK Wealth Management Examination Expert at Sfaa Swiss Financial Analysts Association. Andrea Mathis holds Certificate: Board Of Directors (Verwaltungsrat Zertifikat), Strategic Operational Management (Betriebsmanagement Und -Verwaltung), 5 from Akad.
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I am passionate about networking, innovation, creativity and mentoring people and have deep & profound knowledge of international sales & business development in the high-end private banking world. I have more than 20 years of experience in dealing with people from different cultures and enjoy meeting new people and bringing them together. I love creating environments where people respect and help each other, live a fulfilled and balanced life and enjoy what they are doing. In my view, leadership means empowering others and myself in a respectful, balanced and motivating way, creating and following a visionary goal. I am solution-driven in a practical way and am motivated to initiate new ways of thinking and working, creating a bridge between tradition and progression.Freedom, self-determination, good humour, peace, empathy and respect are amongst my most important values.The world is in transition and offers great possibilities to change and improve our work and life situations. I feel honoured to be part of this transformation and am motivated to contribute to this change professionally and also personally.
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Zentralschweiz, Schweiz
I am coaching and consulting entrepreneurs and SMEs (small and medium sized enterprises) in the central part of Switzerland in transformation processes. In collaboration with more than 50 banks, I am leading workshops and act as a speaker at various events for business owners.https://www.raiffeisen.ch/ruz/de.html
Zürich, Schweiz
Examination expert for young banking professionals who take the exam as CIWM. I write case studies, help with the preparation, act as an expert during the exam and also evaluate the results.
Zürich, Schweiz
- Market Head and founder of Wealth Management South Africa (RE1 & RE5 licensed). - Licensed the market South Africa for Finaport Ltd and built up a unique business offering in Switzerland.- Independent Wealth Manager for HNWI & UHNWI clients in South Africa. - Head of Business Development of Finaport Ltd: Project lead to transform company culture from.
Zürich, Schweiz
- Co-Team Lead of HNWI team of 10 people. - Managed a client book of CHF 0.5 bn.- Providing high-end investment solutions to clients living in Greece, Cyprus and Dubai, intense collaboration with wealth planners, insurance brokers, investment bank, real estate, asset management, marketing and risk experts. Various business trips to Athens and Cyprus..
Zürich, Schweiz
- Responsible for the acquisition of new HNWI clients and developing new business areas for UBS Wealth Management in South Africa. - Leadership: Built up and mentored a team of 6 banking professionals and restructured the complete HNWI market South Africa within UBS Switzerland AG. - Managed a client book of total CHF 1.2 bn.- Strong collaboration with.
Zürich, Schweiz
- Relationship Management with UHNWI clients / Billionaires in South Africa and Nigeria. - Managed a client book of CHF 1.8 bn.- Management of the assets of private clients, trusts and foundations (offering the full range of products to clients. all asset classes, real estate financing, private equity, financing, wealth planning, islamic finance, aircraft.
Zürich, Schweiz
- Relationship Management and asset management of clients in South Africa, Namibia, Zimbabwe and Nigeria (crossborder business, providing high-end investment and financing solutions to international Affluent & HNWI clients) - I managed and developed a client book of CHF 0.5 Mio assets.- Mentor and trainer of young banking professionals
City Of Johannesburg Metropolitan Municipality, Gauteng, Südafrika
- Acquisition of new private clients in South Africa. - Planning and organizing of client events in South Africa- Helped to establish a new Advisory Office in Johanesburg
Zürich, Schweiz
- Managing international client accounts and providing investment advice (all financial asset classes involved). - Specialized in international structures and companies.- Provided all sorts of Family Office services
Zürich, Schweiz
- Managing international client accounts and providing investment advice. - Specialized in international structures and companies.- Providing all sorts of Family Office services
Zug, Schweiz
Relationship management and client advising of business banking clients domiciled in Zug, Switzerland (International offshore companies and swiss domestic companies)
Other employees you can reach at raiffeisen.ch. View company contacts for 2631 employees →
Kai B.
Colleague at Raiffeisen GruppeSt Gallen, St Gallen, Switzerland, Switzerland
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RM
Renato Morelli
Colleague at Raiffeisen GruppeZurich, Switzerland, Switzerland
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MH
Markus Hungerbühler
Colleague at Raiffeisen GruppeEinsiedeln, Schwyz, Switzerland, Switzerland
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RF
Roman Forster
Colleague at Raiffeisen GruppeZurich, Switzerland, Switzerland
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IF
Indira Fasel
Colleague at Raiffeisen GruppeGreater Bern Area, Switzerland
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MJ
Manuel Jakob
Colleague at Raiffeisen GruppeTeufen, Appenzell Outer-Rhoden, Switzerland, Switzerland
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JA
Joëlle A.
Colleague at Raiffeisen GruppeZurich, Zurich, Switzerland, Switzerland
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JH
Julia Hardt
Colleague at Raiffeisen GruppeRavensburg, Baden-Württemberg, Germany, Germany
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JB
Josef Bättig
Colleague at Raiffeisen GruppeGeuensee, Lucerne, Switzerland, Switzerland
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NB
Nadia Bernasconi
Colleague at Raiffeisen GruppeMendrisio, Ticino, Switzerland, Switzerland
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Activities and Societies: - Strategic Corporate Management (Strategische Unternehmensführung) - Control of operational management.
Companies today operate in an environment characterized by rapid change, uncertainty, and new players disrupting old business models. If.
Activities and Societies: - Targeted introduction to blockchain & crypto assets for banking and finance professionals. - Raising awareness.
Activities and Societies: dipl. Coach SCADeepening my leadership skills and personal development through training as a professional.
Activities and Societies: Association of International Wealth Management & Swiss Financial Analysts Association
Certified Wealth Management Advisor CWMA
Activities and Societies: Swiss Bankers Association & European Bank Training Network
Quick answers generated from the profile data available on this page.
Andrea Mathis works for Raiffeisen Gruppe.
Andrea Mathis is listed as Business Coach | Entrepreneur | Mentor & Agile Coach | Speaker & Representative | Leadership | Creative Thinker | Relationship Manager at Raiffeisen Gruppe.
Andrea Mathis is based in Zurich, Switzerland, Switzerland while working with Raiffeisen Gruppe.
Andrea Mathis has worked for Raiffeisen Gruppe, Sfaa Swiss Financial Analysts Association, Finaport, and Ubs.
Andrea Mathis's colleagues at Raiffeisen Gruppe include Kai B., Renato Morelli, Markus Hungerbühler, Roman Forster, and Indira Fasel.
You can use AeroLeads to view verified contact signals for Andrea Mathis at Raiffeisen Gruppe, including work email, phone, and LinkedIn data when available.
Andrea Mathis holds Certificate: Board Of Directors (Verwaltungsrat Zertifikat), Strategic Operational Management (Betriebsmanagement Und -Verwaltung), 5 from Akad.
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