Aires Sergio JOÃO

Angestellt, Client Advisor, UBS Switzerland AG, Zürich

Chavannes-près-Renens, Schweiz

Fähigkeiten und Kenntnisse

New Business Development
Client Relationship Management
conflict resolution
Financial Analysis
Market Research
Negotiation
project management skills
Supply Chain Management
Logistics
Kundenbeziehung

Werdegang

Berufserfahrung von Aires Sergio JOÃO

  • Bis heute 1 Jahr und 11 Monate, seit Juni 2022

    Relationship Manager

    UBS Group AG

    - Advise on savings, pensions, finance, investments, mortgages, mutual funds and investment products - Sales in an optimal way and detection of opportunities - Handling anti-money laundering cases and support compliance in order to clarify transactions and customer behaviour - Updating customer data according to the KYC principle - Point of contact for Digital Banking related matters

  • Bis heute 1 Jahr und 11 Monate, seit Juni 2022

    Client Advisor

    UBS Switzerland AG, Zürich

  • Bis heute 8 Jahre und 11 Monate, seit Juni 2015

    Technical Advisor

    UBS Switzerland AG

    Wealth management and Swiss banking for all segments; e-banking guidance to private and corporate customers at local and global level ; Emergency banking support and 1st level of cybersecurity; Work with coordination with branches in Switzerland and in Germany ; and other backoffice departments in order to make sure that the ebanking and mobile banking is running smoothly for end-customers and 2-Tier users Management of Paymit portal via the Six Payment Services access

  • 7 Jahre und 3 Monate, Juli 2007 - Sep. 2014

    Relationship Manager

    Cisco Systems, Inc.

    Sales & Finance support for the German Global Transformational Accounts Consultive and advisory role when designing large financial deals to be compliant with the company standards; Provide reporting and metrics; Data analysis and provided suggestions for improvement in the support model; Support in processing complex orders and new business models; Dealing with critical deals, working with supply chain and integrated account planning.

  • 1 Jahr und 1 Monat, Juli 2006 - Juli 2007

    Account Manager

    Rittal GmbH & Co. KG

    - Development of the commercial activity within IT customers in the greater Lisbon area. - Regular contact with existing and potential customers

  • 6 Monate, Jan. 2006 - Juni 2006

    Account Manager

    Rangel Internacional

    - Development of the commercial activity in the South / Centre Portuguese region. - Face to face visits with existing and potential customers. - Elaboration of commercial proposals. - Work developed with different divisions within the Fedex group in Portugal.

  • 7 Monate, Juni 2005 - Dez. 2005

    Director

    Transglory

    Responsible for the start-up and development of the new branch of Tranglory in Lisbon Worked together with the headquarters in Barcelona, and divisions in China and India. Market research with price comparison at a purchasing and sales level. Implementation of Portuguese accounting and legal norms into the Spanish IT and Operative software. Creation of operational and marketing tools for the company.

  • 6 Monate, Okt. 2004 - März 2005

    Flight Services Coordinator

    NetJets Europe

    - Customer support, data entry and administrative process of bookings Coordination of the different departments: Route planning, types of aircrafts, slots allocation, and catering. - Credit control hours availability allowed by owner.

  • 1 Jahr und 4 Monate, März 2003 - Juni 2004

    Export Sales Coordinator

    APW

    - Development of German desk within Austria, Switzerland and Germany. - Management of key accounts: UK, Mainland Europe and Middle East. - Technical support in all languages (Fr/Spa/Ger/Eng/Pt) Technical translations (DE – ENG) - Events and production planning and coordination, with sister companies in France and Italy. - Execution and analysis of sales reports by region.

  • 1 Jahr und 2 Monate, Juli 2001 - Aug. 2002

    Freight Forwarder

    LKW WALTER Internationale Transportorganisation AG

    Sales / customer services on several European markets (PT/ES/DE/GB) Traffic Management working in a daily basis with customers and transport companies. Translations: company’s website and insurance documents. (PT - ENG / DE) Research on potential customers (phone, internet and internal database)

Ausbildung von Aires Sergio JOÃO

  • 1 Jahr, Juli 1999 - Juni 2000

    International Business

    Fachhochschule Reutlingen

  • 3 Jahre und 10 Monate, Sep. 1997 - Juni 2001

    Business

    University of Portsmouth

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Fließend

  • Portugiesisch

    Muttersprache

  • Spanisch

    Gut

  • Französisch

    Fließend

Interessen

Travel
Art
Reading
Cycling
Photography
caligraphy
Piano
guitar

21 Mio. XING Mitglieder, von A bis Z