Dale Müller Email and Phone Number
Dale Müller work email
- Valid
Dale Müller personal email
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.
Equatex Global
View- Website:
- equatex.com
- Employees:
- 270
-
Senior Consultant Account ManagementEquatex GlobalRisch-Rotkreuz, Zg, Ch -
Account ManagerEquatex Global Sep 2023 - PresentZurich, Switzerland -
Specialized Private Client Advisor & Authorized Officer - SalesZuger Kantonalbank Jan 2023 - Sep 2023Zug, SwitzerlandSales 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. -
Private Client Advisor - SalesZuger Kantonalbank Sep 2020 - Dec 2022Zug, SwitzerlandSales 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. -
Assistant To Corporate And Private Client AdvisorsZuger Kantonalbank Aug 2019 - Sep 2020Zug, SwitzerlandIn 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. -
Account Manager - Uhnwi ClientsCredit Suisse Jul 2018 - Jul 2019Zug, Canton Of Zug, SwitzerlandResponsible 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. -
Young Talent - Commercial ApprenticeshipCredit Suisse Aug 2015 - Jul 2018Zug, SwitzerlandIncluded 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
Dale Müller Education Details
-
International Management And Economics -
General Sales, Merchandising And Related Marketing Operations -
Center For Young Professionals In BankingBanking, Corporate, Finance, And Securities Law
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.
Not the Dale Müller you were looking for?
-
-
-
2midamerican.com, midamericanenergy.com
-
4dchstx.org, driscollchildrens.org, driscollchildrens.org, driscollchildrens.org
4 +136169XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial