Kapilan K.

8+ years of experience in Commerzbank focusing on wealth management for clients

Germany
English, German, Tamil

8+ years of experience in Commerzbank, beginning as a customer consultant and now specializing as a Wealth Management Associate

  • Financial Services, Banking & Insurance
  • Strategy & Business Development
  • Media & Communication

400

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

Experience

Wealth Management Associate

Commerzbank AG
1 year
Current position
Jun 2021 - Present
- Advising clients in the standardized and non-standardized securities and investment business - Co-supervision and acquisition of securities clients with high advisory needs - Complian...see more

Analyst, DCM Bonds

Commerzbank AG
5 months
Jan 2021 - Jun 2021
Public Sector - Origination - Assisting and advising public sector institutions on bond issues - Preparation of market updates, sales reports and marketing materials - Review and proces...see more

Corporate Clients - FICC Sales

Commerzbank AG
1 year
Sep 2019 - Jan 2021
- Advising medium-sized companies on investment and risk management - Developing clients on digital trading platforms - Trading foreign exchange and interest rate transactions for corpo...see more

Corporates International - Singapur

Commerzbank AG
2 months
Jun 2019 - Aug 2019
Commerzbank is the leading bank for the German Mittelstand and a strong partner for around 28,000 corporate client groups and around 11 million private and small-business customers in G...see more

Corporate Clients - FICC Sales

Commerzbank AG
5 months
Jan 2019 - Jun 2019
Commerzbank is the leading bank for the German Mittelstand and a strong partner for around 28,000 corporate client groups and around 11 million private and small-business customers in G...see more

Corporate Clients - Fixed Income & Currencies Product Management

Commerzbank AG
2 years
Sep 2016 - Dec 2018
- Support of sales colleagues in the creation and review of marketing materials - Product support and further development - Support of junior projects

Customer Consultant

Commerzbank AG
2 years
Jul 2014 - Jun 2016
Commerzbank is the leading bank for the German Mittelstand and a strong partner for around 28,000 corporate client groups and around 11 million private and small-business customers in G...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Role experience

  • Strategy & Business Development
  • Media & Communication