Florian P.

Florian P. Email and Phone Number

Fund Sales, relationship manager @ Quantex AG
bern, bern, switzerland
Florian P.'s Location
Geneva Metropolitan Area, Switzerland
About Florian P.

* 17 years of experience in advising institutional clients mainly on Equities but also on Funds, and Structured Products.* 17 years of experience in acquisition and business development of wholesale clients (banks, external asset managers, family offices, fund managers) in "Romandie", "Swiss German" part and "Ticino". * Entrepreneur state of mind, self-starter, demonstrated ability to build a profitable network of institutional clients from scratch.* Important network of institutional clients in Switzerland (transferrable).* Bachelor in Economy from "HEC Lausanne".* Speaking 5 languages (French, English, Italian, Romanian, German)* Deep understanding of the Financial Markets dynamics.

Florian P.'s Current Company Details
Quantex AG

Quantex Ag

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Fund Sales, relationship manager
bern, bern, switzerland
Website:
quantex.ch
Employees:
8
Florian P. Work Experience Details
  • Quantex Ag
    Fund Sales, Relationship Manager
    Quantex Ag Jun 2018 - Present
    Bern, Berne, Switzerland
    Distribution of in-house range of Equity Funds in Romandie (Wholesale Clients - Independent Asset Managers, Family Offices, Banks).
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  • Oppenheimer & Co.
    Institutional Sales Equities, Stock Broker Business Development
    Oppenheimer & Co. Apr 2014 - Dec 2017
    Geneva Area, Switzerland
    * Prospection and acquisition of institutional clients (banks, fund managers, family offices) in Switzerland (Romandie 50%, German part 30% and Ticino 20%). I was able to transfer part of my existing clientele (40% of current sales) and developping new ones (60% of current sales).* Started from scratch.* Generation of investment ideas. * 100% commission driven.* Setup of Roadshows with our analysts and top management of listed US companies. * Sales of an in-house structured product (delta one certificate, based on top investment ideas).
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  • Banque Nationale Du Canada
    Institutional Sales, Equities Advisory, Stock Broker, Business Development
    Banque Nationale Du Canada Mar 2000 - Mar 2014
    Geneva Area, Switzerland
    * Prospection, acquisition and development of institutional clients (banks, family offices, fund managers) mainly based in Switzerland.* Providing investment advice to PMs, fund managers, advisory desks, DPM.* Execution of client orders (Shares, Bonds).* Ability to convince decision makers to open a relationship with my firm* Having started with a small existing client base I was able to achieve more than 7 figure sales developping existing ones and mainly acquiring new clients.* Setup of « Roadshows » with Top Management listed companies and our analysts. * Marketing of Canadian ETF products * In House Funds Sales (occasionally)
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  • Buckingham Research Group
    Institutional Sales
    Buckingham Research Group Sep 2005 - Sep 2013
    Joint Venture with NBF in Geneva to sell their US Research and Market the analysts in Continental Europe and partially in London.
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  • Groupe T2I
    Enterprise Software Sales (Erp)
    Groupe T2I Jan 1996 - Aug 1998
    Selling an internally developped Enterprise Management Software solution to Swiss SME companies.
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Florian P. Education Details

Frequently Asked Questions about Florian P.

What company does Florian P. work for?

Florian P. works for Quantex Ag

What is Florian P.'s role at the current company?

Florian P.'s current role is Fund Sales, relationship manager.

What schools did Florian P. attend?

Florian P. attended Hec Lausanne - The Faculty Of Business And Economics Of The University Of Lausanne, College De St Maurice.

Who are Florian P.'s colleagues?

Florian P.'s colleagues are Peter Zeier, Livio Arpagaus, Ciia, Peter Frech, Moritz Nebel, Pascal Horn, Silvio Mattanza.

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