Als Vermögensberater bei v.Fischer Investas, einem unabhängigen und mitarbeitergeführten Vermögensverwalter mit 150 Jahren Tradition, bin ich zusammen mit meinen Kollegen/innen verantwortlich für die Betreuung und Beratung von Privatpersonen, Unternehmerkunden, Executives und institutionellen Kunden. Unsere Tätigkeit umfasst:- Vermögensplanung und Investmentstrategien: Entwicklung und Umsetzung massgeschneiderter Lösungen sowohl für private als auch geschäftliche Bedürfnisse unserer Klienten.- Zusammenarbeit mit führenden Banken: Intensive Kooperation mit renommierten Banken wie UBS, Credit Suisse, diversen Kantonalbanken, Privatbanken wie Julius Bär und Vontobel sowie der digitalen Bank Swissquote. Diese Zusammenarbeit ermöglicht nicht nur den Zugang zu einem enorm umfassende und hochwertigen Research für fundierte Anlageentscheidungen, sondern ist auch entscheidend für das erfolgreiche Abwickeln der Transaktionen unserer Kunden- Projektarbeit im Bereich Corporate Finance: Aktive Beteiligung an bedeutenden Projekten, wie z.B. in der Vergangenheit die Lancierung eines Whisky Bonds in Zusammenarbeit mit Rugenbräu oder die Unterstützung bei der Nachfolgeregelung für Adelbodner Mineralquellen mit einer prominenten Investorengruppe aus der Schweiz.- Förderung regionaler Wirtschaftsinitiativen: Unterstützung von KMUs der Region Espace Mittelland durch strategische Privatmarkttransaktionen, um das lokale Unternehmertum zu stärken und regionales Wachstum zu fördern.Die Aufgabe bei v.Fischer Investas ermöglicht es mir, meine Erfahrung in der Vermögensverwaltung einzubringen und einen bedeutenden Beitrag zum Erfolg unserer Klienten und der regionalen Wirtschaft zu leisten.

Keyworks.ch GmbH helps Swiss SMEs to bring their internet presence to the next level and to automate the acquisition and contact with their customers.

As a team within the Private Banking sector of Credit Suisse, we dedicate ourselves to serving entrepreneurs and executives. We specialize in advising companies with extensive portfolios of non-operating liquidity (NOA). Our aim is to design tailor-made financial solutions that optimally support both the short-term and long-term objectives of our clients.Our Expertise:• Development and implementation of customized strategies for managing non-operating liquidity.• Proficiency in retirement planning to ensure comprehensive financial security for our clients.• Expertise in tax optimization, including the implementation of strategies to minimize tax liabilities considering individual and business requirements.• Building and maintaining strong, trustworthy relationships with entrepreneurs and executives.• Conducting in-depth market analyses to ensure innovative, efficient, and long-term investment strategies.• Effective communication of complex financial concepts and strategies.• Commitment to excellent customer service with solutions tailored to the specific needs of each client.Contact Us:For more information or a personal consultation, we are at your service. Contact us directly through LinkedIn or via email at roger.bauer@credit-suisse.com.

Coverage of Swiss Corporate & Institutional clients in Asia across all industries; giving them access to various Asian markets; providing financing solutions; facilitate global connectivity in close collaboration with Investment Banking & Capital Markets, Asset Management and Private Banking; designed and implemented the Swiss-Asia Entrepreneurs Hub.

• Actively acquire new clients• Foster domestic client relationships• Management of client assets• Responsibility to analyze financial markets• Tailored advice of investment products• Holistic retirement and financial planning• Examination and financing of private property mortgages• Organization and participation in various customer events • Inheritance management

• Covering NFRM risks in the Private Banking business• Development of risk scenarios• Supporting certain Non-Financial-Risk Management initiatives

• Actively acquire new clients• Foster domestic and foreign client relationships (Key Clients)• Management of CHF 135 million in client assets• Responsibility to analyze financial markets• Tailored advice of investment products• Holistic retirement and financial planning• Examination and financing of private property mortgages• 33% french- and 20% english speaking customers• Organization of and participation in various customer events • Project participation in the field of investment banking to the topic “ own investment funds“• Advice of foreign clients on tax matters• Inheritance management• Training and supervision of 3rd year apprentices

• Management and supervision of staff on holidays or military service of the team leader• Ownership of various management tasks• Sales Coaching for employees• Counseling, care and sale in the areas of payments, savings, investments, retirement                   planning, estate planning, tax savings• Acquisition of new customers• Placement of investment and credit customers

• Telephone advice, service and sales in the fields of payments, savings and pension• Placement of retail, investment and credit customers• Responsible for own construction and management of an information platform for the department

• Cash transactions in German and French

• Advice and sales incl. Cash transactions at the counter• Organization of client meetings for corporate banking and private banking• Correspondence and balance detection in retail and corporate banking• Administrative work by company formations• Translation work

• Banking

• Timely Execution and settlement of all fund transactions for our Swiss and German   clients.• Oral and written communication with banks and fund companies in English, French and German• Ensure accuracy of fund data and dealing with non-standardized transactions.Detailed introduction to: Management of bond and money market funds, settlement of               fund transactions and the international financial world.