Aires Sergio JOÃO
Angestellt, Client Advisor, UBS Switzerland AG, Zürich
Chavannes-près-Renens, Schweiz
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.
- 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 AGSales / 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