Fede R. Email & Phone Number

Lugano, TI, CH

Lugano, Canton Ticino, Svizzera

Avaloq is an industry-leading provider of wealth management technology and services for financial institutions. I am currently working in the banking operation department as a security transfer specialist, where I am responsible for processing free of payment transactions for portfolio transfers in-and-out of banks or custodians.

Lugano, Canton Ticino, Svizzera

Eager to return to the banking sector, I joined the securities management team at PKB bank in Lugano (1-year contract: maternity replacement). I mainly dealt with free of payment transfers of financial securities (shares, bonds, funds, etc.), by issuing Swift instructions. The sudden unfortunate "bankruptcy" of Credit Suisse made this experience very.

Lugano, Ticino, Switzerland

• Worked for a few months for a company in the gastronomy and catering industry, where I was mainly involved with internal organisation, operations and administration, covering various roles and tasks

Ticino, Switzerland

• Insurance Sales Advisor
• Responsible for selling and advising a wide range of insurance products to individuals and businesses
• Managing a portfolio of 500+ clients, developing trusting ongoing relationships
• Soliciting new clients through solid referral sources and through the implementation of different business strategies
• Develop business growth by facilitating best practice of promoting values-based serviceswww.baloise.ch

Ticino, Switzerland

• Working as deputy director of Ciani Lugano Restaurant, a start-up project in the hospitality sector with an annual budget of CHF 3.5Mn and a 10-years time horizon business plan
• Managing the restaurant in full, with responsibilities such as developing and implementing the company strategy, employees administration (hiring, firing), financial control, events organization and marketing campaigns

Geneva Area, Svizzera

• Team Spain
• Supported and assisted head and deputy of the Spanish desk team in the management of private banking relationships (Team’s AuM 800M). Took responsibility for day-to-day interaction with High Net Worth Individual (HNWI).
• Close involvement in adaptation process of new regulatory environment in Swiss banking sector, principally in matters concerning tax regulations and fiscal declarations related to the Spanish tax amnesty
• Main tasks: direct contact with Spanish clients, execution of trading and payment orders, preparation of relationship opening documentation, relationships monitoring and control, KYC (Know Your Client) and compliance.

Singapore

• European Private Banking Team
• Supported and assisted two senior private bankers in the management of private banking relationships (AuM 500M - Team’s AuM 2Bn). Worked in a high-pressure work environment with strict deadlines and high quality of.
• Main tasks: direct contact with clients, execution of trading and payment orders, preparation of relationship opening documentation, relationships monitoring and control, KYC (Know Your Client) and compliance activity.

Lugano, Switzerland

• City of Lugano, Research Assistant, Dept. of Finance and Economic Promotion
• Personal assistant to the head of the Economic Promotion Office of the City of Lugano (4 months)
• Main tasks: quantitative and qualitative analysis of economic data, writing of informative reports on behalf of the city council, presentations, text translations and analytical accountingwww.lugano.ch/en/

Lugano, Switzerland

• Assistant Private Banking Switzerland - Credits Department
• Main tasks: assistance to credit experts, direct contact with clients and intermediaries (5 months)
• Participation in Credit Suisse task force set up in Zurich, Switzerland, to liquidate Lehman Brothers’ assetswww.credit-suisse.com

Master Of Business Administration (Mba), 8.3/10 (Excellent)

• Graduated from one of Europe’s top 30 and Spain’s top 4 business schools according to the Financial Times • Acquired new and modern.

Master Of Business Administration (Mba)

Exchange Student • First exposure to the American university environment and culture, and to the strong Californian entrepreneurial spirit.

Bachelor Of Arts (B.A.), Economics, Cum Laude

• Learned fundamentals of economics, business and finance and developed a strong rational and analytical mindset • Thesis: “The Swatch.

Bachelor'S Degree, Economics

Erasmus Program • Attended and passed 5 undergraduate courses. Lived abroad for the first time by myself in a different culture.

Maturità Cantonale, Economia E Diritto