Tobias Houdek Email & Phone Number

Zürich, Zh, Ch

London, England, Vereinigtes Königreich

- Office opening in the UK- Local Business Development- Key Account Management for a portfolio of international Private Banks- Planning and execution of marketing and communication activities

Zürich Und Umgebung, Schweiz

- Development and execution of a customer centric marketing mix, including: content creation and distribution on- and offline, search engine marketing, social media management, sponsoring, cause-related marketing, public relations, events, agency coordination- Leading and managing all stages of the business to business sales and after sales process (acquisition, negotiation, implementation, servicing) to global banks, Swiss private banks and independent wealth managers- Business development in Asia and the UK, on-site project management and representation of the company in the Fintech SuperCharger Accelerator Hong Kong program 2018 and in the FinTech Innovation Lab London 2019 run by Accenture- ESG project lead to integrate sustainable finance criteria into the rule engine and platform- Project lead for client and partner solutions (e.g. the Fund Eligibility app on Refinitiv Eikon)

Zug, Schweiz

- Gastreferent zum Thema "ESG Bedürfnisse, Regulierungen und Kommunikation" im Fachkurs Sustainable Finance des Institut für Finanzdienstleistungen Zug IFZ (ein Institut der Hochschule Luzern)- Guest speaker on the topic of "ESG needs, regulations and communication" in the Sustainable Finance course of the Institute of Financial Services Zug IFZ (an institute of the Lucerne University of Applied Sciences and Arts)

Zürich Und Umgebung, Schweiz

- Translating market views into actionable recommendations- Development of a global product platform (UBS Quotes Fund Finder)- Organisation and hosting of a bi-weekly pan-european sales call - Developing and coordination of marketing material- Drive and control the marketing process of new product launches - Responsible for centralized sales campaigns (sales over platform)- Pitching investment solutions to a broad audience- Writing investment articles- Leading and executing crisis/sensitive communication

Zürich Und Umgebung, Schweiz

- Organisation of sales and marketing events (Fairs, Roadshows, Mailings, etc.) - Responsible for some smaller clients and marketing platforms - Follow-up activities to all clients - Responsible for the quality of the CRM Tool Salesforce - Coordination with main office in Luxembourg - Support of three Senior Sales in Zurich and Geneva

Zürich Und Umgebung, Schweiz

- Responsible for a retail client book (investments and mortgages)

Master Of Marketing

Graduate Certificate Of Marketing

Bsc In Business Administration, Major Banking & Finance

Activities and Societies: Deputy Class Representative

Cambridge Certificate In Advanced English (Cae)

Vocational Baccalaureate