Marco Jaschke

Angestellt, DeskHead AS Global Family Office CH & LatAm, Executive Director, UBS Europe SE, Luxembourg Branch

Luxembourg, Luxemburg

Fähigkeiten und Kenntnisse

Wealth Management
Asset Management
Customer Relationship Management
Finanzmärkte
Financial Markets
Private Banking
Derivate
Kredite
Risikomanagement
Vermögensverwaltung
Kundenbindung

Werdegang

Berufserfahrung von Marco Jaschke

  • Bis heute 3 Jahre und 7 Monate, seit Nov. 2020

    DeskHead AS Global Family Office CH & LatAm, Executive Director

    UBS Europe SE, Luxembourg Branch

    Senior Client Relationship Manager at the world's largest wealth manager in Asset Servicing Global Family Office, heading the teams with focus on family office and UHNW clients in Switzerland and in Latin America

  • 9 Monate, März 2020 - Nov. 2020

    Team Head AS Global Family Office CH, Executive Director

    UBS Europe SE, Luxembourg Branch

    Senior Client Relationship Manager at the world's largest wealth manager in Asset Servicing Global Family Office, heading the Team with focus on clients in Switzerland.

  • 4 Jahre und 9 Monate, Juni 2015 - Feb. 2020

    Client Relationship Manager, Asset Servicing UHNW & Family Office, Director

    UBS Europe SE, Luxembourg Branch

  • 2 Jahre und 3 Monate, März 2013 - Mai 2015

    Senior Credit Officer, Director, (Deputy Chief Credit Officer)

    UBS (Luxembourg) S.A:

    UBS is a client-driven global financial services firm and one of the world's leading wealth managers. UBS (Luxembourg) S.A. offers the full range of investment services and products with dedicated client advisers and is one of the largest custodian banks in Luxembourg.

  • 3 Jahre und 8 Monate, Juli 2009 - Feb. 2013

    Senior Credit Officer, Associate Director

    UBS (Luxembourg) S.A.

    - Analysis of and decision on credit requests for the locations Luxembourg, Austria and Belgium - Identification and quantification of credit risks and exertion of riskmitigating measures - Support and advice for client advisors in complex and structured transactions involving private clients, investment companies as well as corporate clients and investment fund structures - Co-operation with Legal, Compliance and Tax to ensure the implementation and compliance of the risk philosophy at UBS - Parti

  • 11 Monate, Sep. 2008 - Juli 2009

    Credit Risk Officer, Associate Director

    UBS AG, London branch

    - Analysis of and decision on credit requests for the locations United Kingdom and Jersey - Analysis of UK mortgage lending with the effective exercise of delegated credit authority - Evaluation of requests for liquidity bridge financing and overcommitment facilities to private equity and real estate funds booked in Jersey - Participation in various cross-functional projects

  • 3 Jahre und 1 Monat, Aug. 2005 - Aug. 2008

    Credit Risk Officer, Associate Director

    UBS (Luxembourg) S.A.

    - Analysis of and decision on credit requests for the locations Luxembourg, Austria and Belgium - Participation in various cross-functional projects - March 2008: Promotion to Associate Director

  • 9 Monate, Nov. 2004 - Juli 2005

    Credit Risk Management, Credit Coordinator for collateralized loans

    Dresdner Bank Lateinamerika AG

    - Structuring of credit requests and evaluation of credit risk in a timely manner in close collaboration with the foreign and domestic offices of the bank - Independent preparation of credit requests for collateralized loans and support for approval by the credit committee of the bank - Participation in the preparation of the credit documentation for approved transactions in English and Spanish - Coordination and monitoring tasks - Acquirement of country-, product- and client know how

  • 2 Jahre und 6 Monate, Juni 2002 - Nov. 2004

    Credit Risk Management, Credit Referee

    Dresdner Bank Lateinamerika AG

    Credit Administration

  • 1 Jahr und 11 Monate, Aug. 2000 - Juni 2002

    Apprenticeship

    Dresdner Bank Lateinamerika AG

    Apprenticeship (German dual education system: Bank school and training on the job in several departments with Dresdner Bank Lateinamerika AG (e.g. Credit, Global Markets, Private Banking)

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Spanisch

    Fließend

  • Französisch

    Grundlagen

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