- Global support for each prospect in their real estate financing project; from the affordability check-up to the final stage (in regular contact with clients, real estate agents, banks and notaries)- Provided personalized financial planning and global advice on all related aspects; such as loan negotiation, risks analysis, tax strategies and retirement provision- Brokerage activity as selecting the best conditions among more than one hundred and fifty financial institutions (banks… Show more - Global support for each prospect in their real estate financing project; from the affordability check-up to the final stage (in regular contact with clients, real estate agents, banks and notaries)- Provided personalized financial planning and global advice on all related aspects; such as loan negotiation, risks analysis, tax strategies and retirement provision- Brokerage activity as selecting the best conditions among more than one hundred and fifty financial institutions (banks, pension funds and insurance companies)- Development of own network of business partners Show less

- Managed and developed a portfolio comprising significant assets under management- Provided investment advice and solutions, covering mutual funds, exchange traded funds, discretionary and advisory mandates- Communicated the economic outlook in accordance with the CIO house view to integrate the firm’s most suitable investment strategy within each client portfolio- Team's investment specialist (delivered training sessions, attended colleague’s clients meetings and tracked follow-up… Show more - Managed and developed a portfolio comprising significant assets under management- Provided investment advice and solutions, covering mutual funds, exchange traded funds, discretionary and advisory mandates- Communicated the economic outlook in accordance with the CIO house view to integrate the firm’s most suitable investment strategy within each client portfolio- Team's investment specialist (delivered training sessions, attended colleague’s clients meetings and tracked follow-up actions, examined portolios and asset allocation proposals and shared updates on market news)- Evaluated, delivered and extended residential mortgages as well as negociated pricing- Optmized private retirement provision and planning- Monitored the completion of administrative arrangements and customer-related processes- Assured compliance with regulations, policies and standards, contributing to the risk culture- Developed business opportunities and deals in collaboration with other internal departments Show less

Provided financial advice to private clients in various areas such as investments, retirement planning and general banking services

- Built and managed a portfolio of private clients & small cap companies by client acquisition process and network development- Provided investment advice and solutions, including mutual funds, exchange traded funds and structured products- Optimized private retirement provision and planning including life insurance and pension fund solutions- Provided a large range of insurance products to hedge clients from risk events- Advised on real estate financing- Identified tax… Show more - Built and managed a portfolio of private clients & small cap companies by client acquisition process and network development- Provided investment advice and solutions, including mutual funds, exchange traded funds and structured products- Optimized private retirement provision and planning including life insurance and pension fund solutions- Provided a large range of insurance products to hedge clients from risk events- Advised on real estate financing- Identified tax planning options in line with the Swiss tax system- Attended business partners conference and sales meeting- Performed in the company’s in-house training program : investments I & II, Swiss pension planning, residential property and financing, disability insurance, healthcare, contents and personal liability insurance Show less