Oliver Steeg Email & Phone Number

Zurich, Switzerland

Building out the bank's processes and offerings in Digital Assets.

Zürich Area, Switzerland

Built up the fintech startup to serve the pension needs of the Swiss retail market.Created the business case, built ecosystem, managed the IT project from business side, run company as COO, client officer and investment specialist.

Zurich

Guiding innovation and product development within the Private Banking and Wealth Management arena to make sure additiv delivers best-in-class solutions. Aiming at enhancing collaboration between financial advisor and clients, and to provide a unique banking experience via Digital Banking solutions.Responsible for keeping additiv top of mind with financial.

Cham, Switzerland

Main tasks were:Analysis of the financing structure of the GroupNegotiations with existing and new banksAssisting in the implementation of the expansion in China and BrazilConception of modern management and investor reportingConception of guidelines for the group to reduce various risksVarious tasks in delegation of the CEO

Zurich

• Led the ground-up establishment of this young company’s Zurich office, driving a strategic focus on establishing a firm presence in the market amongst institutional and private investors with Asia interest. Conducted.
• Developed a network of more than 100 industry partners in less than 12 months.
• Devised and launched a variety of new offerings, including personalised Asia bond and Asia hedge fund advisory services, Mid Cap certificates, and personalised alternative to ETFs.

Zürich Area, Switzerland

• Promoted through multiple corporate restructurings to serve as deputy to the head of the business area and lead project teams and up to CHF2M project budgets in the planning and delivery of a variety of special.
• Led the development and launch of a new discretionary mandates offering, complete with well-received client publications and reporting tools, and established a dedicated product management team to ensure the offering’s.
• Made significant contributions to the evolution of a new strategic direction for the business unit and bank as a whole, serving as a trusted resource and value-added stakeholder in change leadership.
• Designed and introduced several new systems to improve operational efficiency and processes, such as a tool for managing cross-border publication distribution, enhanced research formats, and a proprietary tool to.

Zurich

• Led a five-member team with accountability for discretionary mandate sales for the Zurich office, integrating best practice sales strategies to continually drive new business whilst promoting growth and retention.
• Built a top-performing team from the ground up, delivering a solid improvement to client retention rates whilst achieving higher market penetration in the discretionary mandates category.
• Cultivated improved relationships and team collaboration with the client advisor group, securing a notable increase in discretionary mandate sales through the client advisor unit by improving product communication and.

Zurich

• Provided in-depth expertise and high-level proposal support for the client advisor organisation. Continually monitored and conducted strategic analysis of financial markets to develop investment opportunities that best.
• Frequently commended by both the client advisor team and the top-tier client portfolio for the steady provision of exceptional service in delivering quantitative and qualitative information in a clear and.
• Improved efficiency and service delivery by spearheading an initiative to streamline investment strategy throughout the bank.

Dubai

• Promoted to launch and run a new Investment Advisory desk, creating a comprehensive suite of investment strategies, products, and services to support the client advisory operation, particularly in the areas of.
• Successfully established the Investment Advisory unit as a core contribution to the branch’s growth into a key entity within the region.
• Led the acquisition of a variety of portfolios, including a major $100M hedge fund mandate.

Zurich

Acquisition of these high-profile clients and delivering solutions matching the specific needs. Creation of tailored products and services together with colleagues from within Credit Suisse Group.

Zürich Area, Switzerland

Management of US tax sensitive portfolios, semidiscretionary portfolios and special customized portfolios.,

Hong Kong

Responsibility to source Equity Linked Notes prices for the private bankers and to enhance related services. Special tasks such as extension of Investment Consulting or build up of an order desk.

Zürich Area, Switzerland

Management of portfolios with the strategies "Capital Protected Portfolio" and "Option Portfolio", as well as "Special Customized Portfolio". Creation of investment ideas and analysis for the private bankers. Internal sales activities for the Special Mandates team.

Zurich

Improvement and oversight of data quality in the Global Limits System for trading.

Zurich

Trading and market-making of Asian Convertible Notes.

Zürich Area, Switzerland

Trading and management of the client orders.

Zürich Area, Switzerland

Management of the order book and trading of the client orders in the options trading system.

Harvard Vpal Fintech Online Short Course, Fintech, 96,1%

In the FinTech online short course from Harvard’s Office of the Vice Provost for Advances in Learning (VPAL), in association with.

Bachelor'S Degree