Roland Schüpfer

Experience

• 

  Aargauische Kantonalbank

  Oct 2010 - Nov 2016

  Management of the Advisory Model Portfolios: Foundation for customer investment advisory in direct investments.Recommendation and review of investment proposals in the Private/Institutional Banking segment.Support for customer advisors in acquisition through portfolio comparisons and investment suggestions.Research support for customer advisors in the investment field.Participation in the implementation of a new fee model: transition to retro-free account management, expansion of portfolio monitoring, and allocation of fees based on risk and volume.Participation in the implementation of automated portfolio monitoring and corresponding guidance to customer advisors in its execution.Creation of guidelines and training materials for new or newly structured processes. Show less Management of a private portfolio of affluent private clients (current department name: Private Banking).Comprehensive, in-depth wealth and income analyses, including consideration of assets at third-party banks.Regular discussions of portfolios and asset management mandates with existing clients. Sales of comprehensive financial products in collaboration with internal specialists. Mortgage consultation and assistance with real estate investment implementation. Acquisition of new clients through targeted market efforts. Networking and client relationship management through planning, participation, and attendance at client events. Show less

  • Active Advisor Investments

    Nov 2013 - Nov 2016

  • Relationship Manager Private Banking Regional

    Nov 2011 - Oct 2013

  • Relationship Manager

    Oct 2010 - Oct 2011
• 

  Signisuisse AG

  Feb 2016 - Dec 2023

  Strategy Consultant

  Strategieplanung der Signisuisse AG. Umfassende Vermögensberatung der Kunden im Bereich Alternativer Anlagen mit Schwergewicht Immobilien-Direktanlagen sowie Direct-Lending. Betreuung eines umfassenden Kundennetzwerkes vermögender Privatinvestoren (käufer- und verkäuferseitig), Beratung bei Projekten und Verkauf für Generalunternehmer sowie Unterstützung institutioneller Anleger bei Devestitionen. Planung von Immobilien-Neubauprojekten.

• 

  Avendo AG

  Jan 2021 - now

  Avendo offers an innovative sales software designed specifically for real estate agents, streamlining the entire sales process through automation. Our platform enables you to generate seller leads directly from your website and manage them efficiently. With a single click, publish properties across all major channels, increasing visibility and attracting more potential buyers. Integrated AI features, such as lead ranking and automated viewing coordination, save up to 70% of your time. Our hybrid valuation tool combines your expertise with data-driven analytics to create accurate property assessments, enhancing your sales potential. Join the Avendo partner program to scale your real estate business more effectively with cutting-edge marketing software. Show less avendo is setting new standards for the sale of your property through cutting-edge technology and personalized full-service support. By utilizing intelligent software solutions, we streamline repetitive tasks, allowing real estate experts to dedicate more time to serving potential buyers and conducting property viewings. In short, we have significantly reduced the administrative burden in property sales. We increase the sales reach through promotion across all channels (physical advertising, real estate platforms, social media platforms, Google and more) and optimize the sales processes through Big Data analysis. Show less

  • CEO

    May 2023 - now

  • Mitglied der Geschäftsleitung

    Jan 2021 - Dec 2023