FINVIA

Associate Family Officer

FOCAM AG

Family Office

ODDO BHF

- Intensive and close cooperation with the Global Head of Client Development on a wide range of management and strategic topics across Germany, France and Switzerland
- Development, execution and follow-up of growth initiatives for the Private Wealth Management department
- Client data and pipeline management for Senior Management and the entire branch network Germany (Development of data bases and analysis methods)
- Assistance in the preparation of documents and presentations for the Executive Committee
- Project management within a transversal project for the implementation of sales dashboards within the CRM system
- Close work with Senior Management and process of ad-hoc requests as well as client meeting preparation for the management board

Private Wealth Management - Client Development

Jul. 2021 - Sept. 2021: Private Wealth Management - Client Development (Geneva, Switzerland)
Jan. 2021 - Mar. 2021: Private Wealth Management - Key Client Development (HNWI/UHNWI)
Jul. 2020 - Sept. 2020: Private Wealth Management - Key Client Structuring (HNWI/UHNWI)
Jan. 2020 - Mar. 2020: Innovation Management (Paris, France)
Jul. 2019 - Sept. 2019: Private Wealth Management - Strategic Clients (UHNWI/Family Offices)
Jan. 2019 - Mar. 2019: Corporates & Markets - COO Office

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