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Ivan Moreno Jelic Email & Phone Number

There is no elevator shortage to success! You'll have to use the stairs... one step at a time... at Aargauische Kantonalbank
Location: Zurich, Switzerland, Switzerland 5 work roles 4 schools
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Current company
Aargauische Kantonalbank
Role
There is no elevator shortage to success! You'll have to use the stairs... one step at a time...
Location
Zurich, Switzerland, Switzerland
Company size
449 employees

Who is Ivan Moreno Jelic? Overview

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Ivan Moreno Jelic is listed as There is no elevator shortage to success! You'll have to use the stairs... one step at a time... at Aargauische Kantonalbank, a company with 449 employees, based in Zurich, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Ivan Moreno Jelic.

Ivan Moreno Jelic previously worked as Leiter Private Banking at Aargauische Kantonalbank and Sektorleiter Vermögende Privatkunden at Aargauische Kantonalbank. Ivan Moreno Jelic holds Cas Leadership Dual 1901, Leadership from Hochschule Luzern.

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Aargauische Kantonalbank

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Profile bio

About Ivan Moreno Jelic

16 Jahre Bankerfahrung insgesamt in verschiedensten Bank-Tätigkeitsbereichen 3 Jahre Erfahrung Leitung Wealth Management / Private Banking 9 Jahre Erfahrung im Wealth Management als Relationship Manager 9 Jahre Erfahrung als CYP-Ausbildner von Lernenden 7 Jahre Erfahrung als Stv. Leiter im Wealth Management 6 Jahre Erfahrung im Back Office versch. Banken

Current workplace

Ivan Moreno Jelic's current company

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Aargauische Kantonalbank
Aargauische Kantonalbank
There is no elevator shortage to success! You'll have to use the stairs... one step at a time...
aarau, aargau, switzerland
Website
akb.ch
Employees
449
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5 roles

Ivan Moreno Jelic work experience

A career timeline built from the work history available for this profile.

Leiter Private Banking

Current
Aargauische Kantonalbank

Zofingen

Leiter Private Banking Mitglied der DirektionMaster of Advanced Studies in Banking & Finance

Jan 2018 - Present

Stv. Leiter Vermögende Privatkunden

Aargauische Kantonalbank

Zofingen

  • Beratung der Vermögenden Privatkunden mit dem BBS-System (Beratung & Betreuung mit System)
  • individuelle und massgeschneiderte Betreuung von verm. Privatkunden
  • Verkauf von Anlageinstrumenten
  • Entwicklung und Potenzialausschöpfung der Privat- und Geschäftskunden
  • Ausführung & Bearbeitung von Kundenaufträgen
  • Erfassung und Umsetzung von Anlagevorschlägen
Oct 2008 - Apr 2016

Quality & Information, Account Services

Bank Sarasin

Basel Und Umgebung, Schweiz

  • Durchführung von Audits zur Qualitätssicherung aller Abwicklungsprozesse
  • Prüfung, Einhaltung & Redesigning von Weisungen und Prozessen
  • selbstständige Bearbeitung und Lösung von Spezialfällen
  • Prozessoptimierung durch geeignete Zielvorgaben
  • Überwachung und Anpassung des Exceptionreporting
  • First-Level-Support für FSAP-Mitarbeiter (Issuemanagement im JIRA, periodische Tests FundHub sowie spezielles Release Testing))
Feb 2007 - Sep 2008

Sachbearbeiter Investmentfonds

Bank Sarasin

Basel Und Umgebung, Schweiz

  • verarbeiten sämtlicher anfallender Kundentransaktionen (Aus-, Einlieferungen und Umregistrierungen von Wertschriften)
  • LSV-Einzug Gesamtbank (SIC, Yellownet, Telebanking)
  • Fondsinvestitionen Gesamtbank (Investition sämtlicher anfallenden Kundengelder im Bereich Investmentfonds)
  • Rebalancings Gesamtbank (Umschichtungen auf bankeigenen und Drittanbieter Strategieprodukten nach festgelegten Kriterien der Fondsmanager)
  • mündliche und schriftliche Kommunikation mit Aktionären und Banken
  • Kommunikation mit den Vermittlern
Oct 2002 - Jan 2007
Team & coworkers

Colleagues at Aargauische Kantonalbank

Other employees you can reach at akb.ch. View company contacts for 449 employees →

EW Elia Wadhawan Elia Wadhawan Colleague at Aargauische Kantonalbank Villnachern, Aargau, Switzerland, Switzerland View → RR Rita Rrahmani Rita Rrahmani Colleague at Aargauische Kantonalbank Frick, Aargau, Switzerland, Switzerland View → RS Robin Schenk Robin Schenk Colleague at Aargauische Kantonalbank Olten, Solothurn, Switzerland, Switzerland View → DB Daniel Buser Daniel Buser Colleague at Aargauische Kantonalbank Aarau, Aargau, Switzerland, Switzerland View → AS Alexander Schütz Alexander Schütz Colleague at Aargauische Kantonalbank Aarau, Aargau, Switzerland, Switzerland View → SZ Stefanie Zappacosta Stefanie Zappacosta Colleague at Aargauische Kantonalbank Eggenwil, Aargau, Switzerland, Switzerland View → RS Roland Stäuble Roland Stäuble Colleague at Aargauische Kantonalbank Magden, Aargau, Switzerland, Switzerland View → TE Thomas Erne Thomas Erne Colleague at Aargauische Kantonalbank Wettingen, Aargau, Switzerland, Switzerland View → JG Julia Geiser Julia Geiser Colleague at Aargauische Kantonalbank Aarau, Aargau, Switzerland, Switzerland View → MS Mark Schönenberger Mark Schönenberger Colleague at Aargauische Kantonalbank Zofingen, Aargau, Switzerland, Switzerland View →
4 education records

Ivan Moreno Jelic education

Cas Leadership Dual 1901, Leadership

Hochschule Luzern

Führungsbeziehungen kompetent gestalten. In Kooperation mit ausgewählten Schweizer Arbeitgebern. Übersicht der Inhalte Neben der.

Master'S Degree, Banking & Finance

Fachhochschule Nordwestschweiz Fhnw

MAS Banking and Finance (CFA®-Track) vermittelt Führungs- und Fachkompetenzen in Banking und Finance. Der Finance-Teil des Studiums ist.

FAQ

Frequently asked questions about Ivan Moreno Jelic

Quick answers generated from the profile data available on this page.

What company does Ivan Moreno Jelic work for?

Ivan Moreno Jelic works for Aargauische Kantonalbank.

What is Ivan Moreno Jelic's role at Aargauische Kantonalbank?

Ivan Moreno Jelic is listed as There is no elevator shortage to success! You'll have to use the stairs... one step at a time... at Aargauische Kantonalbank.

Where is Ivan Moreno Jelic based?

Ivan Moreno Jelic is based in Zurich, Switzerland, Switzerland while working with Aargauische Kantonalbank.

What companies has Ivan Moreno Jelic worked for?

Ivan Moreno Jelic has worked for Aargauische Kantonalbank and Bank Sarasin.

Who are Ivan Moreno Jelic's colleagues at Aargauische Kantonalbank?

Ivan Moreno Jelic's colleagues at Aargauische Kantonalbank include Elia Wadhawan, Rita Rrahmani, Robin Schenk, Daniel Buser, and Alexander Schütz.

How can I contact Ivan Moreno Jelic?

You can use AeroLeads to view verified contact signals for Ivan Moreno Jelic at Aargauische Kantonalbank, including work email, phone, and LinkedIn data when available.

What schools did Ivan Moreno Jelic attend?

Ivan Moreno Jelic holds Cas Leadership Dual 1901, Leadership from Hochschule Luzern.

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