David Picardi Email & Phone Number

Balzers, Liechtenstein

Balzers, Liechtenstein

Efficient processing of account opening requests via email and the in-house onboarding tool as well as professional support for potential clients throughout the entire onboarding process - from the initial enquiry to the successful opening of an accountProactive support for existing clients and carrying out the associated activities independently (e.g. entering payments/exchange orders, performing business profile updates, etc.)Processing client enquiries from Liechtenstein and abroad (e.g. by telephone, email, in client meetings) with the involvement of internal stakeholdersInvolvement in various, sometimes cross-organisational projects

Vaduz, Liechtenstein

Frankfurt Am Main Area, Germany

Development and implementation of sales and marketing strategies Development and expansion of the internal sales teamDevelopment and coordination of sales channels from external partners Expansion of strategic partnerships with associations, consulting agencies and ERP system providersIndependent initiation of new potential key accounts Development of training concepts and employee acquisition concepts

Zürich Area, Switzerland

Project-based work in the fields of: - KYC Upgrades- Anti Money Laundering- File Remediation (project management)- Customer Onboarding

Zürich Area, Switzerland

Frankfurt Am Main Area, Germany

- Elaboration of market researches - Conceptual and practical development of software solutions - Development and implementation of image analyses of companies and evaluation of data with the help of excel and power point - Correspondence with clients - Preparation of corporate and liquidity plans in the context of correspondence with financing partners

Frankfurt Am Main Area, Germany

Assisting the consultants in the maintenance of existing mandatesSupport of customer consultants in the acquisition of new mandatesPreparation of proposed investmentsAssistance in daily business operationsCreation of customer presentations in Excel and Power PointCreation, processing and archiving of customer correspondence Processing of documents used for opening accounts

Supporting the consultants with various back office activities

Certificate In Blockchain And Fintech, Basics Of The Blockchain, Tokenization, Asset Management, Law, Taxation And Financial Technology, 5,6

Bachelor Of Science (B.Sc.), Business Administration, Banking And Finance

Business Administration And Management, General