Rico Corradin

Rico Corradin

Followers of Rico Corradin699 followers
location of Rico CorradinLugano, Ticino, Switzerland

Connect with Rico Corradin to Send Message

Connect

Connect with Rico Corradin to Send Message

Connect
  • Timeline

  • About me

    Investment Counselor - Vice President - CWMA

  • Education

    • AKAD

      2012 - 2015
      Advanced Federal Diploma of Higher Education in Banking and Economics Economia
  • Experience

    • BSI Bank

      Aug 2005 - Jun 2017

      • Establishment of a new Banking Platform office with the aim of satisfying new international standards (EMIR)• Main activities: Risk Mitigation, Repository, Central clearing and Exchange regulated platforms • Trading of listed equities and derivatives through direct market access or international brokers• Trading of OTC derivetives and structured products through international brokers • Middle office for derivatives and structured products• Training and coaching of new employees• Operation support for “Progetto Insieme”: “Banca del Gottardo” acquisition• Operation support for “Progetto Bridge”: booking system data migration, from Boss to Avaloq• Operation support for “Progetto CFD”: make possible the clearing and booking of a new financial instrument (contract for differance) for the bank • Middle office for equities and bonds• Support to front wealth management offices and back offices • Job rotation on the main banking sectors

      • Derivative Specialist

        Jun 2015 - Jun 2017
      • Exchange Trader

        Oct 2013 - Jun 2015
      • Administrative Employee

        Mar 2009 - Sept 2013
      • Employee Banking Operation

        Aug 2008 - Feb 2009
      • Apprentice

        Aug 2005 - Jul 2008
    • Patrimony 1873 SA

      Jul 2017 - Mar 2021
      Fund Manager - Associate

      • UCITS Fund co-manager (Equity Switzerland)• Active support to multi-asset fund allocation committees• Equity and structured products advisory

    • EFG Bank

      Mar 2021 - now
      Investment Consultant

      -Experience in portfolio management and asset allocation, adhering to risk profiles and investment objectives- Understanding of macroeconomic trends and market indicators to inform investment decisions

  • Licenses & Certifications

    • Understanding ESG

      PRI Academy
      Dec 2023
    • Certified Wealth Management Advisor

      SAQ
      May 2024
    • Investing in Structured Product Program

      IMD
      Jun 2023
    • Trader at SIX Swiss Exchange

      SWX Swiss Exchange
      Oct 2014
    • Exchange Trader at Eurex Deutschland

      Eurex
      Feb 2014
    • Qualified Back Office Staff at Eurex Deutschland

      Eurex
      Oct 2010