Natacha S.

Experience

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  Itau BBA International

  Jan 2006 - Jan 2011

  Structured Products

  - Structured new investment solutions (Structured Notes and Pass Through Certificates) for institutional clients.- Coordinated structuring and approval of Structured Notes with senior management across different departments.

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  Itaú Private Bank Zurich

  Jan 2011 - Jan 2018

  - Coordinated global strategic projects from inception to implementation across multi functional teams and in a multi country setting.- Implemented a new communication strategy for investment solutions across all asset classes.- Management responsibilities during manager's absence leave, reporting directly to local CEO.- Launched new products and services to be offered globally. - Created tailor made investment proposals for clients with recommended products across all asset classes depending on clients needs and market conditions.- Provided services for clients in terms of providing market information and executing the investment strategy.

  • Investment Solutions

    Jan 2015 - Jan 2018

  • Senior Trader and Advisor

    Jan 2011 - Jan 2015
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  Natacha Sommer International

  Jan 2019 - Jan 2022

  Director

  - Developed an effective strategy to grow the business and build client relationships through marketing and networking.- Developed the ability to recruit high performing teams through coaching.

• 

  BNP Paribas Wealth Management

  Jan 2022 - Jan 2023

  Senior Trader

  - Multi asset class trader for Wealth Management Clients.- Dealing with Direct Access Clients.- Coordinating internal improvements in processes and expanding services provided.

• 

  Mercer

  Jan 2023 - Nov 2024

  Delegated Investment Solutions Delivery Manager

  - Responsible for Managing the Delegated Solutions Performance Team (40 people), resource planning and budgeting.- Supporting the transition into a higher quality and more effective service.- Working directly with Leadership to improve engagement and client satisfaction.

• 

  Nordea Asset Management Portugal

  Nov 2024 - now

  Head of Investments Services