Providing investment strategies towards professionals in the financial sectoro Independent partners for asset managers, banks and institutional investorso Providing Innovative Investments Solutions in Structured Products, taylor made ETFs and Private Debt.Structured products: that enable the modelling of an investment solution according to the needs and the desired risk of the clientCustomized ETFs: allow independent financial advisors to manage a customized strategy via a flexible and efficient ETFPrivate Debt: facilitate transactions outside the organized market for our clients.http://www.capitalvision.ch/

• Assisting 2 senior bankers and 3 senior investors within the Ultra High Net Worth space, primarily focusing on Venezuela and Colombia (USD 2.5 billion of AUM)• Prospecting of new client opportunities• Collaborating with integrated team members to analyze portfolios and understand clients’ investment objectives and prepare customized financial strategies that consider appropriate risk/return objective• Assisting with the preparation of the region’s annual sales and growth business plan• Attending client daily requests, solving client inquiries and managing follow up communication and materials

• Effectively managed a credit book (approximately USD 1.5 billion in the LATAM region)• Provided deal support and was responsible for completing deal‐related tasks/projects: o Evaluation of collateral/borrower as well as evaluation of risks and mitigationso Analysis and preparation of documentation• Completed credit annual reviews for the relevant region on a timely basis

• Defined and implemented the procedures of the Branch (reporting, legal and operational procedures)• Acted as an interface with other divisions of the bank and with external providers in order to implement procedures • Back Office tasks: cash management and monitoring , Mutual Funds operations and trading (clearing, settlement and reconciliation)

• Supported bankers in the daily business, attending client requests, customizing presentations for sales meetings• Analyzed best practices to improve procedures, monitoring positive impact on the business• Prospected, successfully organized meetings and initiated relevant relations

• Proactively coordinates key activities within the Marketing Department• Organizes Logistical support for internal and external meetings and events• Assists internal and external promotion campaigns • Relationships include external vendors/agencies

Business Recovery Services Consultant trainee,in charge of the bankruptcy companies data base ,supporting in companies refinanciation projects