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Marco Suardi, Private Banker

Marco Suardi

Private Banker·Zarattini Bank

Switzerland

Diploma, Banking Management

Work experience

Total years of experience: 7 years, 11 months

Private Banker

October 2011 - October 2013

Zarattini Bank

Switzerland

October 2011 - October 2013

Private Banker Zarattini Bank, Switzerland Oct 2011 - Oct 2013


* As portfolio manager managed a total portfolio of approximately €250M.

Company industry:
Banking
Job role:
Accounting and Auditing

Private Banker

July 2011 - September 2011

Finter Bank

Switzerland

July 2011 - September 2011

Private Banker Finter Bank, Zurich Jul 2011 - Sep 2011


* Handled the role of a portfolio manager responsible for developing new customers.

Company industry:
Banking
Job role:
Accounting and Auditing

Private Banker

January 2006 - December 2010

RBS Coutts

Other

January 2006 - December 2010

Private Banker RBS Coutts Jan 2006 - Dec 2010


* Played the role of a portfolio manager while developing new customers.
* Attained assigned budgets of around €130M as against the objective of €250M, comprehensively.

Company industry:
Banking
Job role:
Accounting and Auditing

Headquarters Director

June 2005 - December 2005

Bergamo Banca Monte dei Paschi Siena and of the separate branch of Calvenzano

Other

June 2005 - December 2005

Headquarters Director | Bergamo Banca Monte dei Paschi Siena and of the separate branch of Calvenzano (coordinator of 32 units) Jan 2005 - Dec 2005

 Raised resolution powers of €150, 000 forefront, €400, 000 second-line and third-line €1.2M risk.

Company industry:
Banking
Job role:
Management

Education

Me.t.a

January 2003

January 2003

Diploma, Banking Management

Switzerland

Diploma of Specialisation (Formation of Banking Management) Me.t.a. 2002 - 2003

I.T.C.B. Belotti

June 1985

June 1985

Diploma, Chartered Accountant

Switzerland

Diploma of Chartered Accountant I.T.C.B. Belotti, (Bergamo) Sep 1980 - Jun 1985

Skills

Identification of Wealth Planning Opportunities
Expert
Identification of Wealth Planning Opportunities
Expert
Sales SuccessNegotiations
Expert
Sales SuccessNegotiations
Expert
Analysing Investment Opportunities
Expert
Analysing Investment Opportunities
Expert
Securities Markets and Products (Domestic and Foreign)
Expert
Securities Markets and Products (Domestic and Foreign)
Expert
Identification of Wealth Planning Opportunities
Expert
Identification of Wealth Planning Opportunities
Expert
Sales SuccessNegotiations
Expert
Sales SuccessNegotiations
Expert

Languages

English
Expert
German
Expert
Italian
Intermediate