Relationship manager for small and mid-sized enterprises
Zurcher Kantonalbank
Total years of experience :8 years, 0 Months
• Holistic customer consulting and advisory of SMEs and
their owners within the topics of: financing, investment advice,
pension planning, payments transactions, etc.
• Identification of prospective clients and acquisition.
• Set up of a network of SMEs in the region.
• Holistic customer consulting and advisory of SMEs and
their owners within the topics of: financing, investment advice,
pension planning, payments transactions, etc.
• Identification of prospective clients and acquisition.
• Set up of a network of SMEs in the region.
• Elaboration of investment proposals.
• Preparation of credit proposals.
• Other administrative tasks for the team.
• Team-responsibility for investment topics.
Military service (recruit school/sergeant school)
(Compulsory in Switzerland)
• Traineeship program in the corporate department with focus
on: front desk, service center, credit office, etc.
• Support of the departments in daily business.
Strong focus on investment analysis, portfolio management, code of ethics and standards of professional conduct. Improving practical knowledge of the financial industry. Three levels to graduate. Level I – passed Level II – in preparation
Mark: 4.77. Thesis about „The market for bonds and other financing tools of the public authorities in Switzerland“ – Mark: 5:00.
Apprenticeship as banker with “Berufsmatura” at Zürcher Kantonalbank, Wipkingen.