Christian Klose

Basic

Until 2021, Vermögenskundenberater, Kreissparkasse München Starnberg Ebersberg

Vaterstetten, Germany

Skills

Finanzdienstleistungen
Projektmanagement
Mitarbeiterführung
Ausbilder
Mentoring
Qualitätsmanagement

Timeline

Professional experience for Christian Klose

  • Current 3 months, since Jul 2021

    Senior Financial Advisor Affluent Clients

    HypoVereinsbank – UniCredit - Deutschland

  • 1 year and 6 months, Jan 2020 - Jun 2021

    Vermögenskundenberater

    Kreissparkasse München Starnberg Ebersberg

  • 2 years and 5 months, Aug 2017 - Dec 2019

    Head Of Quality Management

    HALLO Logistik GmbH

  • 1 year and 8 months, Aug 2014 - Mar 2016

    Specialist Customer Management & Reporting

    Wealthcap Kapitalverwaltungsgesellschaft mbH - Member of UniCredit

    • Responsible for the reporting of 13 fund companies with a volume of EUR 800 million • Revised the internal reporting format as a basis for management recommendations • Transformed annual reports into a new company specific format • Operated and documented shareholder meetings • Developed communication strategies on customer-relevant topics

  • 4 years and 2 months, Jun 2010 - Jul 2014

    Vice President Retail Banking Sales

    HypoVereinsbank – UniCredit - Deutschland

    • Conceived and realized individual and group training • Provided professional guidance for 16 asset advisors at 8 locations • Responsible for the overall strategy of the affluent division • Supported complex on-site customer issues

  • 3 years and 2 months, Apr 2007 - May 2010

    Senior Financial Advisor Affluent Clients

    HypoVereinsbank – UniCredit - Deutschland

    • Advised private banking customers • Responsible for the operating revenue of those customers • Responsible for new customer acquisition • Responsible for all trainees in the branch

  • 6 months, Oct 2006 - Mar 2007

    Senior Advisor Personal Banking

    Deutsche Bank AG

    • Member of the project "Large Area Expansion" • Opened flagship branch according to a new sales concept • Provided individual support for international top customers • Planned and operated local VIP customer events

  • 1 year and 10 months, Dec 2004 - Sep 2006

    Client Manager

    HypoVereinsbank – UniCredit - Deutschland

    • Consulted and sold banking products to private customers • Responsible for securities business of the branch

Educational background for Christian Klose

  • 2016 - 2016

    Quality Management

    Helling&Storch

    Training and certification as Six Sigma Black Belt

  • 2010 - 2011

    Financial Planning

    Frankfurt School of Finance & Management

  • 2002 - 2004

    Bankkaufmann IHK

    HypoVereinsbank - UniCredit Group

Languages

  • German

    First language

  • English

    Fluent

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