Andrea C.

Executive client management professional at leading wealth management bank

Switzerland
EN, DE, FR, ES, IT

As a professional, I have a strong passion for Banking and Fintech. Based on my experience within the International Wealth Management department of Credit Suisse, my competences are mainly in Relation...see more

  • Financial Services Banking & Insurance
  • Finance
  • Sales

490

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

VP Client Manager - International Wealth Management - Latin America

Credit Suisse
2 years
Current position
Jan 2021 - Present
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about...see more

AVP Client Manager - International Private Banking - Latin America

Credit Suisse
3 years
Jun 2018 - Jan 2021
• Management and development of client book - Team Approach • Identification of sales and growth opportunities • Creation of investment proposals • Trade execution, FX solutions and i...see more

AVP Relationship Manager - International Wealth Management - Latin America

Credit Suisse
2 years
May 2015 - Sep 2017
• Management and development of client book • Identification of sales and growth opportunities • Creation of investment proposals • Trade execution, FX solutions and implementation of...see more

Career Start Program - International Wealth Management - Latin America

Credit Suisse
1 year
Oct 2013 - Apr 2015
• Interaction with clients & management of clients’ relationships • Preparation of investment proposals • Contribution in the administrative daily business • 3-months rotation within th...see more

Industries, roles and expertise

Industry experience

  • Financial Services Banking & Insurance

Role experience

  • Finance
  • Sales