Gandolfi Giuditta

Experience

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  Nomura Bank (Switzerland) Limited

  Jan 1994 - Jan 1996

  Assistant PB
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  Rothschild & Co

  Jan 1997 - Jan 2001

  Assitant PB
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  Banque Cramer

  Sept 2013 - Apr 2019

  Private Banking Senior Assistant

  As Associate Director, I am responsible for the following tasks:Deputy of RMOpen and close accounts, maintain related documentation up-to-date.Onboard new clients and manage existing clients.Prepare external events for Panel Discussions and follow-up.Act as point of contact for External Asset Managers. I am also accountable for the following activities:Customer advisory service, Forex Exchange, Fiduciary Deposits, payments.Trading and Stock Exchange.

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  Rothschild & Co

  May 2019 - Sept 2019

  Private Banking Assistant

  As assistant PB my main tasks are: open & close account, documentation up-date, monitoring client portfolio, control cash balances, monitoring corporate action confirmation, forex exchange, FD, payments, various administrative tasks, daily phone contact with clients.

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  Bank Syz AG

  Oct 2019 - now

  Client Services SIM Group ZH