Experience

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  Credit suisse

  Sept 2010 - Nov 2013

  - Professional client advisor, focusing on the credit and lending business- Supervision of over 200 own clients with a total mortgage volume of more than CHF 90 Mio- Collaboration with external intermediaries to acquire new and key clients to reach CHF 25 Mio Net New Mortgages p.a.- Negotiation with clients and undertaking credit risk management to get the optimal products combined with the best pricing for both bank and clients- Ensuring client satisfaction combined with highest possible profit for the bank Show less Fixed Income Securities Trading, Investment Banking (6 months)- Lending and borrowing of corporate-bonds and supranational-bonds by trading with external counterparties using Bloomberg- Correction of internal accounting errors (Imbalances, Rate-mismatches, Over-borrows) including timely solutions for the customer’s demands- Optimization of the bank’s profit through optimal negotiation as well as best possible positioning of own bonds- Covering internal short-positions and risk exposures by generating smallest possible costsAssistant Relationship Manager, Private Banking Germany (6 months)- Assisting relationship managers covering HNWI-clients from Germany- Meeting customers‘ wishes in investments, payments, stock exchange transactions etc. whilst complying with regulations- Fulfillment of client needs regarding individual investment proposals for wealthy clients considering the client-specific portfolio strategy- Preparation for and follow-up of personal client visits as well as participating in customer meetings to support the relationship managersAssistant Relationship Manager, Intermediary Team Zurich (6 months)- Assistance and support of relationship managers covering financial and retirement needs of Swiss private clients- Preparation of individual mortgage proposals- Key contact for external intermediaries regarding the acquisition of new clients and customer care of both new and existing clients- Fulfilling client wishes regarding mortgages, payments and general financial services Show less

  • Relationship Manager

    Jul 2012 - Nov 2013

  • Junior Banking Program

    Feb 2011 - Jul 2012

  • Assistant

    Sept 2010 - Feb 2011
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  Kpmg switzerland

  Jul 2016 - May 2022

  Swiss CPA (Dipl. Wirtschaftsprüfer) with strong focus on finance and treasury management topics such as:- Leader of the KPMG Treasury Audit Specialist Team (supervising 5 assistants) where treasury experts at KPMG cover the treasury audits of large clients with increased treasury complexity, (3 of them are stock listed blue chips at SIX), including financial audits, process audits and control audits - Support internal and external clients within the Finance and Treasury area with strong focus on accounting related questions, e.g. hedging strategies, liquidity management, cash flow forecasts, risk management and accounting for derivatives- Lead the KPMG focus team for the new derivatives trading regulation (FinfraG) for corporate clients- Investigate the impact of treasury related questions on corporate clients, including on site projects and workshops Show less - Independent audit and processing of small engagements and of parts of medium and large engagements according to Swiss and international accounting standards (Swiss Code of Obligations OR and IFRS)- In charge for the audit of the holding of one of KPMG’s biggest client, supervising two assistants as well as performing respective discussions with the client’s management- Collaboration with other internal departments to perform special audit examinations regarding internal control systems and fraud detection- Assistance in global assurance projects to provide additional assurance services for our clients to increase KPMG’s cross sales profit Show less

  • Manager | Swiss CPA in Finance & Treasury Management

    Oct 2021 - May 2022

  • Assistant Manager | Swiss CPA in Finance & Treasury Management

    Oct 2020 - Sept 2021

  • Audit Associate

    Dec 2013 - Sept 2020

  • Consultant Corporate Treasury Services

    Jul 2016 - Sept 2016
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  Rödl & partner usa

  May 2022 - Apr 2024

  Audit & business development manager swiss market
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  Lindt & sprüngli

  May 2024 - now

  Senior manager financial and non-financial reporting