Sascha Keller

Experience

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  Citi

  Aug 2007 - Jul 2010

  Apprenticeship

  Lehrausbildung bei der Citibank ZürichEinblick und Arbeit in den Abteilungen Controlling, Anlageberatung, Kassageschäft, Betriebsbuchhaltung, Zahlungsverkehr, Checkverarbeitung, Trust und Firmenkundenbetreung.

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  Zürcher Kantonalbank

  Nov 2010 - Jan 2017

  Operations Senior

  - Identify optimization potential in processes, formulate requirements and define measures- Test payment transaction systems from a technical point of view- Carry out staff training and prepare the corresponding training documents- Introduce and support new employees- Ensure compliance with service level agreements and agreements with service providers- Providing the administration, clarification and investigation services associated with payment transaction processes - Processing of all payment types, including checks, by external providers or in exception handling - Timely processing of all payment types via Swift, SIC, E-Sic and other payment systems.- Administration and maintenance of Swift key connections.- Initial management experience of a department in a business unit-internal program. - Administrative support of superiors in case of inquiries or meetings. Show less

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  Julius Baer

  Feb 2017 - Mar 2020

  - Promotion to Associate Manager 03/19- Generating investment ideas through screening and analysis of potential investments- Responsibility and independent monitoring of an assigned client group- Monitoring financial markets and analyzing investment research- Supporting the client advisory team in all activities- Client origination and relationship management activities- Execution of equity, currency, commodity and other stock market orders- Independent and professional handling of client inquiries- Responsible for compliance matters Show less

  • Associate Manager Wealth Management Multi-Custody

    Feb 2018 - Mar 2020

  • Limited Partnership Alternative Investment

    Feb 2017 - Feb 2018
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  Banque Internationale à Luxembourg (BIL)

  Mar 2020 - Jul 2020

  Associate Relationship Manager

  • Responsibility for the maintenance of the client book as part of the retention strategy• First point of contact for the assigned group of clients/external asset managers• Provide administrative and operational support to Relationship Managers in their day-to-day tasks• Preparing client reports and presentations• Organizing client business meetings and various other support duties for the Relationship Managers• Placing and monitoring of stock exchange, FX, FD and loan orders• Ensuring that all business is executed in compliance with local relevant laws, regulations and bank internal policies• Handling daily administrative tasks, phone calls and correspondence (internal and external)• Complete credit applications and KYC on behalf of Private Bankers• Performing account maintenance procedures including account openings and closings, payment orders, cash and transaction managementcontact details: Sascha.keller@bil.com Show less

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  MBaer Merchant Bank

  Jul 2020 - now

  -Responsible for supporting of senior bankers in the area of wealth management as well as providing comprehensive advice to entrepreneurs and their families.-Further development of the bank in organizational matters.https://www.mbaerbank.com/eng/the-bank/team/sascha-keller MBaer Merchant Bank, founded by Mike Baer (CEO), is a bank based on trusted personal relationships and generations of know-how. The way we challenge the status quo is to put customers needs unconditionally at the core of our efforts. We provide customized solution oriented services for our customers.Licensed by the Swiss Financial Market Supervisory Authority (FINMA)Headquartered in Zurich, Switzerlandwww.mbaerbank.com

  • Relationship Manager

    May 2022 - now

  • Associate Relationship Manager

    Jul 2020 - May 2022