Morten Bo Petersen

Change-the-bank Project: Advisory process development and implementation project. | Focus on profitably growing revenue from Advisory mandates through a systematic market development process | Product development: Roll-out of new advisory mandate offerings

• Investment and product advisory for client advisors and clients in the UHNW segment (Onefloor Zürich) • Interface to Product management, providing client feedback and new product ideas • Business development activities: Asset Book analysis, sales targets and tracking, activity planning • Development and coordination of Marketing and Communication material • Educational activities externally at client events. Internally to other product specialists and client advisors • Investment manager meetings and