Deep Enrich
Davide zaccaria
792 followersTimeline
About me
Assistant Relationship Manager
Education
Cpc lugano
2016 - 2019Certified commercial banking employee, registered/licensed economics
Cyp
2016 - 2019Banking essentials
Kalaidos banking+finance school
2020 - 2023Advanced federal diploma of higher education, banking economist banking and finance
Experience
Credit suisse
Aug 2016 - Jul 2024Authorized OfficerCompetences in account and payment products, cash and precious metals transactions, investment advisory, pension advisory, digitalization, mortgage business, paperwork management, branch management and branch promotion Banking apprenticeship with six-monthly rotation in different offices and areas:- Private Banking Switzerland, Bellinzona- Cash Service, Lamone-Cadempino- External Asset Manager Desk, Lugano- Corporate Banking Switzerland, Chiasso- UHNWI Italy International, Chiasso- Credit Risk Management, Lamone-Cadempino
Senior Banking Advisor @ Branch
Aug 2019 - Jul 2024Apprentice
Aug 2016 - Jul 2019
Vontobel
Jul 2024 - nowAssistant relationship managerAuthorized OfficerAssistant Relationship Manager in the Business Unit WM Southern & Western Switzerland, Italy and Middle East
Licenses & Certifications
Gefreiter
Swiss armed forces
Certificate in advanced english c1
Cambridge university press & assessmentMar 2024
Certified wealth management advisor cwma
Saq swiss association for qualityJun 2025
Languages
- itItaliano
- inInglese
- teTedesco
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