Anna Siebert Email & Phone Number

Zurich, Switzerland

- Relationship Manager for pension funds, insurance companies and other institutional clients- Joint responsibility for acquiring and advising institutional clients in German-speaking Switzerland as well as for business development activities in Switzerland

Zürich Area, Switzerland

- Relationship Manager for insurance companies, pension funds, and other institutional clients in the German speaking part of Switzerland. - Advising Institutional clients on the implementation of their strategic and tactical investment decisions, taking into account risk capacity and expected target return.- Review of investment mandates. - Advising clients on various global custody services, financing options, cash management services and other infrastructure setups large insurance companies and pension fund require.- Collaboration with various internal stakeholders such as UBS Asset Management, Real Estate Advisory, Fund Management, UBS Investment Bank, Asset Servicing as well as with the Corporate Clients and Wealth Management divisions- Profit and loss responsibility for all client relationships- Team Responsibility for the topic of Sustainability. Gathering and sharing information, inclusion and rollout of projects, active involvement in the further development of existing and new solutions and offerings

Johannesburg, South Africa And Zug, Switzerland

- Created an affiliate marketing business around the theme sustainability and style.- Studied Accounting (ACCA).- Part of a core group building a network for women running their own small businesses in order to share skills, educate each other, empower and find potential collaborations.- Advised YORK ZUCCHI & PARTNERS in creating a business plan and setting up the business.- Completed voluntary work at Cotlands, a non-profit organisation in South Africa which provides care and support to vulnerable young children and their families.- Supported my daughter in transitioning from South Africa to Switzerland, and from private English school to local Swiss school.

London, United Kingdom

- Successfully generated stock investment ideas and advised institutional investors (long-only and hedge funds) on investment opportunities in the US equity markets based on a thorough analysis of financial statements and markets.- Developed budgets and strategies for continuously improving broker ranking and profitability of client accounts. - Maintained strong relationships in Germany and expanded coverage to Swiss institutions.- Member of Number 1 rated London based US equity sales team in ‘Institutional Investor’ sales rankings 2005.

London, United Kingdom

- Member of a seamless three-person sales-team for US Equities to German institutional clients. This team generated top five votes and commission revenues of $20m pa by utilising the full range of Credit Suisse research and own understanding of financial statements and stock markets.- Worked with other securities sales teams within the bank in order to find beneficial cross-selling opportunities.- Marketed a high volume of IPOs which required a rapid understanding of financial statements and critical information.- Responsible for the idea/information flow between US energy analysts and the London sales team. Helping energy analysts to prioritise and maximise service to institutional investors in Europe.

Acca Fundamentals (Diploma In Accounting & Business), Accounting And Business/Management

CURRENT EXAM PREPARATION: Financial Managment (F9) COMPLETED EXAMS: Accountant in Business (AB) Management Accounting (MA) Financial.

Ba (Hons), Business, Economics, French And German

EBS - European Business School, London. Including one semester at Institut Superieur du Commerce, (Paris, France) and internships.

Education record

Certified Corporate Banker