Aires Sergio JOÃO

Angestellt, Client Advisor, UBS Switzerland AG, Zürich
Chavannes-près-Renens, Switzerland

Fähigkeiten und Kenntnisse

New Business Development
Client Relationship Management
conflict resolution
Financial Analysis
Market Research
Negotiation
project management skills
Supply Chain Management
Logistics
Kundenbeziehung
Management
Customer service
Banking
Information technology
Customer care
International Business
German
English Language
MS Office
Technical Consulting
Complaint management
Customer satisfaction
Globalisation

Werdegang

Berufserfahrung von Aires Sergio JOÃO

  • Current 4 years, since Jun 2022

    Product Specialist

    UBS Group AG

    Expertise in Precious Metals: & Stock Exchange - Advise on investment solutions, financial instruments, structured products, pensions and mortgages • Sales & Detection of Opportunities- Handling anti-money laundering cases and compliance 06/2022 – Present Lausanne, Switzerland • Focus on Sales and Opportunity Identification. • Manage anti-money laundering cases and ensure compliance.

  • Current 4 years, since Jun 2022

    Client Advisor

    UBS Switzerland AG, Zürich

  • Current 11 years, since Jun 2015

    Technical Advisor

    UBS Switzerland AG

    Provided digital banking guidance and educational support to private and corporate clients both locally and globally. Delivered emergency banking assistance, including cyber-security measures. Verified high-value payments directly with customers or client advisors. Collaborated effectively with branches in Switzerland and internationally.

  • 7 years and 3 months, Jul 2007 - Sep 2014

    Relationship Manager

    Cisco Systems

    Sales & Finance operational support for the German Global Transformational Accounts Support in processing of complex orders via critical deal management; Consultive and advisory role when designing large financial deals to be compliant with the company standards Pilot support model for German Automotive, Railway and Logistics market Support of critical deals, working with supply chain and integrated account planning. Collaborate cross-functional work (finance, business units, product managers)

  • 1 year and 1 month, Jul 2006 - Jul 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 months, Jan 2006 - Jun 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 months, Jun 2005 - Dec 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 months, Oct 2004 - Mar 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 year and 4 months, Mar 2003 - Jun 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 year and 2 months, Jul 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 year, Jul 1999 - Jun 2000

    International Business

    Fachhochschule Reutlingen

  • 3 years and 10 months, Sep 1997 - Jun 2001

    Business

    University of Portsmouth

Sprachen

  • English

    C1 (Fließend)

  • German

    C1 (Fließend)

  • Portuguese

    C2 (Verhandlungssicher / Muttersprachlich)

  • Spanish

    B1-B2 (Gute Kenntnisse)

  • French

    C1 (Fließend)

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