Andrea Mathis Email and Phone Number
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.
Raiffeisen Gruppe
View- Website:
- raiffeisen.ch
- Employees:
- 2631
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Consultant, Entrepreneur And Business CoachRaiffeisen Gruppe Jan 2024 - PresentZentralschweiz, SchweizI 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 -
Azek Wealth Management Examination ExpertSfaa Swiss Financial Analysts Association Nov 2020 - PresentZürich, SchweizExamination 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. -
Partner & Market Head South AfricaFinaport Apr 2021 - Mar 2023Zürich, 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 platform to corporate culture. - Lead of various innovative projects: changing and improving communication internally & externally -
Co-Team Head / Investment Advisor / Relationship Manager Hnwi Greece & CyprusUbs Nov 2018 - Jan 2021Zürich, 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. - Mentor & coach for banking professionals. - Member of the UBS Key Talent Program for Directors -
Relationship Manager, Co-Team Head & Business Developer Hnwi South AfricaUbs Nov 2013 - Oct 2018Zürich, 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 wealth planners, CIO, insurance brokers, investment bank and risk experts regarding the acquisition of new clients. - Regular business trips to South Africa including prospecting at various events like WEF, Leading Women Summit, Forbes events, etc.- Mentoring of other business professionals within UBS- Management of the assets of private clients, trusts and foundations (offering the full range of products to clients: all asset classes, real estate, financing, wealth planning, Islamic finance, private equity, etc).- Managed highly complex investment structures of international billionaires and family offices. I know 7 out of 10 most wealthy South African families personally. -
Investment Advisor / Relationship Manager Uhnwi Clients In Subsaharan AfricaUbs Nov 2011 - Oct 2013Zürich, 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 finance, etc). - Managing highly complex client and investment structures. - Planning and organizing client events in South Africa. - I know 7 out of 10 most wealthy South African families personally. -
Private Client Advisor Wealth Management Subsaharan AfricaUbs Jan 2008 - Oct 2011Zürich, 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 -
Representative Officer South AfricaUbs Jul 2007 - Dec 2007City 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 -
Client Account Manager Wealth Management Hnwi South AfricaUbs Jan 2006 - Jun 2007Zürich, 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 -
Client Account Manager Wealth Management Uhnwi TurkeyUbs Feb 2004 - Dec 2005Zürich, Schweiz- Managing international client accounts and providing investment advice. - Specialized in international structures and companies.- Providing all sorts of Family Office services -
Ubs Allround Traineeship - Business BankingUbs Sep 2002 - Jan 2004Zug, SchweizRelationship management and client advising of business banking clients domiciled in Zug, Switzerland (International offshore companies and swiss domestic companies)
Andrea Mathis Education Details
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Agile Coach Certificate -
CcfeCrypto Finance -
Coaching And Mentoring / Cas Coaching / Betriebliche Mentorin Mit Eidg. Fachausweis -
International Wealth Management -
Saq Swiss Association For QualityWealth Management -
South African Fsb Certified Representative (Re5) And Key Individual (Re1) -
Swissbanking & European Bank Training Network5 -
Economy & Law
Frequently Asked Questions about Andrea Mathis
What company does Andrea Mathis work for?
Andrea Mathis works for Raiffeisen Gruppe
What is Andrea Mathis's role at the current company?
Andrea Mathis's current role is Business Coach | Entrepreneur | Mentor & Agile Coach | Speaker & Representative | Leadership | Creative Thinker | Relationship Manager.
What schools did Andrea Mathis attend?
Andrea Mathis attended Akad, Hwz Hochschule Für Wirtschaft Zürich, Ccfe, Coachingzentrum Olten Gmbh, Azek - The Swiss Training Centre For Investment Professionals, Saq Swiss Association For Quality, Moonstone Business School Of Excellence, Swissbanking & European Bank Training Network, Universität St.gallen (Hsg).
Who are Andrea Mathis's colleagues?
Andrea Mathis's colleagues are Corrado Baggieri, Rahel Wisler, Lutz Waltl, Andreas Graf, Urs Plüss, Franziska Gisler, Roland Burger.
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