Dale Müller

Dale Müller Email and Phone Number

Senior Consultant Account Management @ Equatex Global
Risch-Rotkreuz, ZG, CH
Dale Müller's Location
Risch, Zug, Switzerland, Switzerland
Dale Müller's Contact Details

Dale Müller work email

Dale Müller personal email

n/a
About Dale Müller

8 years of experience in the financial sector. 3 years of experience in sales and client portfolio management with more than CHF 40 Mio. assets under management including a certificate of excellence in client advisory & management (SAQ). Additionally, acting as an authorized officer for the bank. Further, 2 years of experience as an active client advisor for investment opportunities, financing and administrative setups for complex client structures and Ultra High Net Worth Individuals while also being an assistant to a team head. A strong team member, excellent communication skills and able to motivate others into action for maximum productivity. Aiming to work passionately, goal oriented and always ready to leave the comfort zone. Fluent in Swiss German, German, English and experienced in written and spoken French. Strong in sales and persuasive argumentation, as well as the ability to work independently with strong administrative and solving skills. Further, an extremely strong affinity to new technologies and environments.

Dale Müller's Current Company Details
Equatex Global

Equatex Global

View
Senior Consultant Account Management
Risch-Rotkreuz, ZG, CH
Website:
equatex.com
Employees:
270
Dale Müller Work Experience Details
  • Equatex Global
    Senior Consultant Account Management
    Equatex Global
    Risch-Rotkreuz, Zg, Ch
  • Equatex Global
    Account Manager
    Equatex Global Sep 2023 - Present
    Zurich, Switzerland
  • Zuger Kantonalbank
    Specialized Private Client Advisor & Authorized Officer - Sales
    Zuger Kantonalbank Jan 2023 - Sep 2023
    Zug, Switzerland
    Sales and management of own client portfolio with more than CHF 40 Mio. assets under management to date. Selling investment and pension solutions to clients of various age groups within the affluent sector. Additionally, an authorized officer and responsible for apprentices while leading them through their studies.
  • Zuger Kantonalbank
    Private Client Advisor - Sales
    Zuger Kantonalbank Sep 2020 - Dec 2022
    Zug, Switzerland
    Sales and management of own client portfolio with more than CHF 40 Mio. assets under management. Selling investment and pension solutions to clients of various age groups within the affluent sector. Additionally, responsible for apprentices while leading them through their studies.
  • Zuger Kantonalbank
    Assistant To Corporate And Private Client Advisors
    Zuger Kantonalbank Aug 2019 - Sep 2020
    Zug, Switzerland
    In charge of customer relations, sales and different administrative tasks in relation to financing, investment as well as general inquiries. Arrangement and preparation of Client Meetings, furthermore personal meetings with clients.
  • Credit Suisse
    Account Manager - Uhnwi Clients
    Credit Suisse Jul 2018 - Jul 2019
    Zug, Canton Of Zug, Switzerland
    Responsible for a client portfolio with a focus on private Ultra High Net Worth Individuals, complex client structures and private holding companies. Advisory and sales of investment opportunities, administrative setups and financing solution. Further assisting a Team Head in regard to preparations of client meetings, internal team & sales meetings, separate client events and calendar organization.
  • Credit Suisse
    Young Talent - Commercial Apprenticeship
    Credit Suisse Aug 2015 - Jul 2018
    Zug, Switzerland
    Included a number of assignments in Private Banking and Wealth Management departments (cash management, assistant positions, mortgage advice) as well as roles within the corporate and enterprise division.

Dale Müller Skills

Banking Golf Client Relations Microsoft Office Financial Markets Customer Service Microsoft Powerpoint Microsoft Excel Social Media Sales Microsoft Word Youth Leadership Teamwork Success Driven Efficent

Dale Müller Education Details

Frequently Asked Questions about Dale Müller

What company does Dale Müller work for?

Dale Müller works for Equatex Global

What is Dale Müller's role at the current company?

Dale Müller's current role is Senior Consultant Account Management.

What is Dale Müller's email address?

Dale Müller's email address is da****@****erkb.ch

What schools did Dale Müller attend?

Dale Müller attended Lucerne University Of Applied Sciences And Arts, Kbz Kaufmännisches Bildungszentrum Zug, Center For Young Professionals In Banking.

What skills is Dale Müller known for?

Dale Müller has skills like Banking, Golf, Client Relations, Microsoft Office, Financial Markets, Customer Service, Microsoft Powerpoint, Microsoft Excel, Social Media, Sales, Microsoft Word, Youth Leadership.

Who are Dale Müller's colleagues?

Dale Müller's colleagues are Patrick Heusser, Jakub Małkowski, Kacper Laskowski, Selin K., Laurens Carijn, Wiktoria Laskowska, Christian Matter.

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